Minot Wealth Management’s Salesforce CRM Stock Holding History

Minot 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 Q2	$349K	Sell	2,117 -862	-29%	-$152K	0.09%	135
2022 Q1	$633K	Sell	2,979 -11,308	-79%	-$2.43M	0.14%	110
2021 Q4	$3.63M	Buy	14,287 +72	+0.5%	+$20.2K	0.7%	43
2021 Q3	$3.85M	Buy	14,215 +698	+5%	+$177K	0.83%	36
2021 Q2	$3.3M	Sell	13,517 -1,806	-12%	-$416K	0.72%	40
2021 Q1	$3.25M	Sell	15,323 -2,852	-16%	-$635K	0.83%	41
2020 Q4	$4.04M	Buy	18,175 +3,244	+22%	+$789K	1.21%	32
2020 Q3	$3.75M	Buy	14,931 +2,016	+16%	+$441K	1.41%	20
2020 Q2	$2.42M	Buy	+12,915	New	+$2.18M	1.21%	34

Other funds holding CRM

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

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

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 $336B AUM 34.66% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Minot Wealth Management's CRM Position: Q2 2022 in Review

Minot Wealth Management reduced its Salesforce (CRM) stake by 29% in Q2 2022, selling an estimated $152K and leaving 2,117 shares worth $349K. The position accounts for 0.09% of the portfolio, ranked #135.

Minot Wealth Management first reported a position in CRM in Q2 2020 and has held it in 9 quarters since. The position peaked at $4.04M in Q4 2020. 2,137 funds tracked by Wall St. Rank hold CRM as of Q2 2022.

Minot Wealth Management held 2,117 shares of Salesforce worth $349K as of Q2 2022.
Minot Wealth Management sold 862 Salesforce shares in Q2 2022, an estimated $152K.
Salesforce made up 0.09% of Minot Wealth Management's portfolio in Q2 2022, its #135 holding.
Minot Wealth Management first reported a position in Salesforce in Q2 2020 and has held it in 9 quarters since.
Minot Wealth Management's Salesforce position peaked at $4.04M in Q4 2020.
2,137 funds tracked by Wall St. Rank held Salesforce as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.