MBE Wealth Management’s Salesforce CRM Stock Holding History

MBE 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
2020 Q2	–	Sell	-30	Closed	-$4K	–	139
2020 Q1	$4K	Buy	+30	New	+$5.14K	﹤0.01%	390

Other funds holding CRM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MBE Wealth Management's CRM Position: Q2 2020 in Review

MBE Wealth Management sold out of Salesforce (CRM) in Q2 2020, closing a stake of 30 shares — an estimated $4K sold.

MBE Wealth Management first reported a position in CRM in Q1 2020 and held it in 1 quarter. The position peaked at $4K in Q1 2020. 1,704 funds tracked by Wall St. Rank hold CRM as of Q2 2020.

MBE Wealth Management reported no remaining Salesforce position as of Q2 2020 after selling out during the quarter.
MBE Wealth Management sold 30 Salesforce shares in Q2 2020, an estimated $4K.
MBE Wealth Management first reported a position in Salesforce in Q1 2020 and held it in 1 quarter.
MBE Wealth Management's Salesforce position peaked at $4K in Q1 2020.
1,704 funds tracked by Wall St. Rank held Salesforce as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.