MIAS
CRM icon

Mason Investment Advisory Services’s Salesforce CRM Stock Holding History

Mason Investment Advisory Services’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
-8,485
Closed -$1.8M – 90
2022
Q1 		$1.8M Sell
8,485
-1,803
-18% -$388K 0.16% 24
2021
Q4 		$2.61M Buy
10,288
+1,985
+24% +$558K 0.22% 11
2021
Q3 		$2.25M Hold
8,303
– – 0.23% 14
2021
Q2 		$2.03M Buy
8,303
+2,141
+35% +$493K 0.21% 14
2021
Q1 		$1.31M Buy
+6,162
New +$1.37M 0.14% 36

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 Investment Advisory Services's CRM Position: Q2 2022 in Review

Mason Investment Advisory Services sold out of Salesforce (CRM) in Q2 2022, closing a stake of 8,485 shares — an estimated $1.8M sold.

Mason Investment Advisory Services first reported a position in CRM in Q1 2021 and held it in 5 quarters. The position peaked at $2.61M in Q4 2021. 2,137 funds tracked by Wall St. Rank hold CRM as of Q2 2022.

  • Mason Investment Advisory Services reported no remaining Salesforce position as of Q2 2022 after selling out during the quarter.
  • Mason Investment Advisory Services sold 8,485 Salesforce shares in Q2 2022, an estimated $1.8M.
  • Mason Investment Advisory Services first reported a position in Salesforce in Q1 2021 and held it in 5 quarters.
  • Mason Investment Advisory Services's Salesforce position peaked at $2.61M in Q4 2021.
  • 2,137 funds tracked by Wall St. Rank held Salesforce as of Q2 2022.

Based on Mason Investment Advisory Services's 13F filing for Q2 2022, filed 7 Aug 2024.