MIA
CRM icon

Milestone Investment Advisors’s Salesforce CRM Stock Holding History

Milestone Investment Advisors’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
2023
Q2 		– Sell
-7
Closed -$1.4K – 190
2023
Q1 		$1.4K Buy
+7
New +$1.18K ﹤0.01% 415

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Milestone Investment Advisors's CRM Position: Q2 2023 in Review

Milestone Investment Advisors sold out of Salesforce (CRM) in Q2 2023, closing a stake of 7 shares — an estimated $1.4K sold.

Milestone Investment Advisors first reported a position in CRM in Q1 2023 and held it in 1 quarter. The position peaked at $1.4K in Q1 2023. 2,294 funds tracked by Wall St. Rank hold CRM as of Q2 2023.

  • Milestone Investment Advisors reported no remaining Salesforce position as of Q2 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 7 Salesforce shares in Q2 2023, an estimated $1.4K.
  • Milestone Investment Advisors first reported a position in Salesforce in Q1 2023 and held it in 1 quarter.
  • Milestone Investment Advisors's Salesforce position peaked at $1.4K in Q1 2023.
  • 2,294 funds tracked by Wall St. Rank held Salesforce as of Q2 2023.

Based on Milestone Investment Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.