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Loveless Wealth Management’s Salesforce CRM Stock Holding History

Loveless 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
2022
Q2 		– Sell
-1,040
Closed -$221K – 123
2022
Q1 		$221K Hold
1,040
– – 0.12% 126
2021
Q4 		$264K Buy
1,040
+48
+5% +$13.5K 0.14% 123
2021
Q3 		$269K Buy
+992
New +$252K 0.16% 116

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Loveless Wealth Management's CRM Position: Q2 2022 in Review

Loveless Wealth Management sold out of Salesforce (CRM) in Q2 2022, closing a stake of 1,040 shares — an estimated $221K sold.

Loveless Wealth Management first reported a position in CRM in Q3 2021 and held it in 3 quarters. The position peaked at $269K in Q3 2021. 2,136 funds tracked by Wall St. Rank hold CRM as of Q2 2022.

  • Loveless Wealth Management reported no remaining Salesforce position as of Q2 2022 after selling out during the quarter.
  • Loveless Wealth Management sold 1,040 Salesforce shares in Q2 2022, an estimated $221K.
  • Loveless Wealth Management first reported a position in Salesforce in Q3 2021 and held it in 3 quarters.
  • Loveless Wealth Management's Salesforce position peaked at $269K in Q3 2021.
  • 2,136 funds tracked by Wall St. Rank held Salesforce as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.