MW
CRM icon

Milestone Wealth’s Salesforce CRM Stock Holding History

Milestone Wealth’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
Q3 		$84K Hold
588
– – 0.09% 81
2022
Q2 		$97K Sell
588
-45
-7% -$7.95K 0.1% 80
2022
Q1 		$161K Hold
633
– – 0.13% 64
2021
Q4 		$161K Buy
+633
New +$178K 0.13% 64

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Milestone Wealth's CRM Position: Q3 2022 in Review

Milestone Wealth held its Salesforce (CRM) position steady in Q3 2022 at 588 shares worth $84K. The position accounts for 0.09% of the portfolio, ranked #81.

Milestone Wealth first reported a position in CRM in Q4 2021 and has held it in 4 quarters since. The position peaked at $161K in Q1 2022. 2,054 funds tracked by Wall St. Rank hold CRM as of Q3 2022.

  • Milestone Wealth held 588 shares of Salesforce worth $84K as of Q3 2022.
  • Milestone Wealth left its Salesforce share count unchanged in Q3 2022.
  • Salesforce made up 0.09% of Milestone Wealth's portfolio in Q3 2022, its #81 holding.
  • Milestone Wealth first reported a position in Salesforce in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Salesforce position peaked at $161K in Q1 2022.
  • 2,054 funds tracked by Wall St. Rank held Salesforce as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.