Midwest Wealth Management’s Salesforce CRM Stock Holding History

Midwest 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 Q1	$1.92M	Buy	9,048 +465	+5%	+$100K	1.17%	38
2021 Q4	$2.18M	Buy	8,583 +376	+5%	+$106K	1.36%	26
2021 Q3	$2.23M	Buy	8,207 +372	+5%	+$94.5K	1.53%	19
2021 Q2	$1.91M	Buy	7,835 +803	+11%	+$185K	1.37%	25
2021 Q1	$1.49M	Buy	7,032 +556	+9%	+$124K	1.21%	37
2020 Q4	$1.44M	Buy	+6,476	New	+$1.57M	1.32%	25

Other funds holding CRM

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Midwest Wealth Management's CRM Position: Q1 2022 in Review

Midwest Wealth Management increased its Salesforce (CRM) stake by 5.4% in Q1 2022, buying an estimated $100K and bringing the position to 9,048 shares worth $1.92M. The position accounts for 1.17% of the portfolio, ranked #38.

Midwest Wealth Management first reported a position in CRM in Q4 2020 and has held it in 6 quarters since. The position peaked at $2.23M in Q3 2021. 2,277 funds tracked by Wall St. Rank hold CRM as of Q1 2022.

Midwest Wealth Management held 9,048 shares of Salesforce worth $1.92M as of Q1 2022.
Midwest Wealth Management bought 465 Salesforce shares in Q1 2022, an estimated $100K.
Salesforce made up 1.17% of Midwest Wealth Management's portfolio in Q1 2022, its #38 holding.
Midwest Wealth Management first reported a position in Salesforce in Q4 2020 and has held it in 6 quarters since.
Midwest Wealth Management's Salesforce position peaked at $2.23M in Q3 2021.
2,277 funds tracked by Wall St. Rank held Salesforce as of Q1 2022.

Based on Midwest Wealth Management's 13F filing for Q1 2022, filed 25 May 2022.