MKD Wealth Coaches’s Salesforce CRM Stock Holding History

MKD Wealth Coaches’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
2021 Q4	–	Sell	-1,214	Closed	-$329K	–	36
2021 Q3	$329K	Buy	+1,214	New	+$308K	0.52%	13

Other funds holding CRM

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

MKD Wealth Coaches's CRM Position: Q4 2021 in Review

MKD Wealth Coaches sold out of Salesforce (CRM) in Q4 2021, closing a stake of 1,214 shares — an estimated $329K sold.

MKD Wealth Coaches first reported a position in CRM in Q3 2021 and held it in 1 quarter. The position peaked at $329K in Q3 2021. 2,351 funds tracked by Wall St. Rank hold CRM as of Q4 2021.

MKD Wealth Coaches reported no remaining Salesforce position as of Q4 2021 after selling out during the quarter.
MKD Wealth Coaches sold 1,214 Salesforce shares in Q4 2021, an estimated $329K.
MKD Wealth Coaches first reported a position in Salesforce in Q3 2021 and held it in 1 quarter.
MKD Wealth Coaches's Salesforce position peaked at $329K in Q3 2021.
2,351 funds tracked by Wall St. Rank held Salesforce as of Q4 2021.

Based on MKD Wealth Coaches's 13F filing for Q4 2021, filed 24 Jan 2022.