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Litman Gregory Wealth Management’s Salesforce CRM Stock Holding History

Litman Gregory Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-474
Closed -$474K – 77
2021
Q2 		$474K Buy
+474
New +$109K 0.09% 53
2019
Q2 		– Sell
-57
Closed -$9K – 242
2019
Q1 		$9K Hold
57
– – ﹤0.01% 108
2018
Q4 		$8K Hold
57
– – ﹤0.01% 118
2018
Q3 		$9K Hold
57
– – ﹤0.01% 87
2018
Q2 		$8K Hold
57
– – ﹤0.01% 76
2018
Q1 		$7K Buy
+57
New +$6.55K ﹤0.01% 144

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Litman Gregory Wealth Management's CRM Position: Q3 2021 in Review

Litman Gregory Wealth Management sold out of Salesforce (CRM) in Q3 2021, closing a stake of 474 shares — an estimated $474K sold.

Litman Gregory Wealth Management first reported a position in CRM in Q1 2018 and held it in 6 quarters. The position peaked at $474K in Q2 2021. 2,181 funds tracked by Wall St. Rank hold CRM as of Q3 2021.

  • Litman Gregory Wealth Management reported no remaining Salesforce position as of Q3 2021 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 474 Salesforce shares in Q3 2021, an estimated $474K.
  • Litman Gregory Wealth Management first reported a position in Salesforce in Q1 2018 and held it in 6 quarters.
  • Litman Gregory Wealth Management's Salesforce position peaked at $474K in Q2 2021.
  • 2,181 funds tracked by Wall St. Rank held Salesforce as of Q3 2021.

Based on Litman Gregory Wealth Management's 13F filing for Q3 2021, filed 3 Nov 2021.