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Mason & Associates (California)’s Salesforce CRM Stock Holding History

Mason & Associates (California)’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
-2,565
Closed -$545K – 90
2022
Q1 		$545K Buy
2,565
+545
+27% +$117K 0.17% 62
2021
Q4 		$513K Buy
+2,020
New +$568K 0.16% 53

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

Mason & Associates (California)'s CRM Position: Q2 2022 in Review

Mason & Associates (California) sold out of Salesforce (CRM) in Q2 2022, closing a stake of 2,565 shares — an estimated $545K sold.

Mason & Associates (California) first reported a position in CRM in Q4 2021 and held it in 2 quarters. The position peaked at $545K in Q1 2022. 2,137 funds tracked by Wall St. Rank hold CRM as of Q2 2022.

  • Mason & Associates (California) reported no remaining Salesforce position as of Q2 2022 after selling out during the quarter.
  • Mason & Associates (California) sold 2,565 Salesforce shares in Q2 2022, an estimated $545K.
  • Mason & Associates (California) first reported a position in Salesforce in Q4 2021 and held it in 2 quarters.
  • Mason & Associates (California)'s Salesforce position peaked at $545K in Q1 2022.
  • 2,137 funds tracked by Wall St. Rank held Salesforce as of Q2 2022.

Based on Mason & Associates (California)'s 13F filing for Q2 2022, filed 26 Jul 2022.