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Moser Wealth Advisors’s Salesforce CRM Stock Holding History

Moser Wealth 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
2022
Q4 		– Sell
-37
Closed -$5K – 131
2022
Q3 		$5K Buy
37
+4
+12% +$678 ﹤0.01% 120
2022
Q2 		$5K Hold
33
– – ﹤0.01% 117
2022
Q1 		$7K Hold
33
– – ﹤0.01% 119
2021
Q4 		$8K Hold
33
– – ﹤0.01% 121
2021
Q3 		$9K Hold
33
– – 0.01% 115
2021
Q2 		$8K Hold
33
– – 0.01% 117
2021
Q1 		$7K Hold
33
– – ﹤0.01% 112
2020
Q4 		$7K Hold
33
– – 0.01% 109
2020
Q3 		$8K Hold
33
– – 0.01% 107
2020
Q2 		$6K Hold
33
– – 0.01% 107
2020
Q1 		$5K Hold
33
– – 0.01% 115
2019
Q4 		$5K Buy
+33
New +$5.17K ﹤0.01% 133

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Moser Wealth Advisors's CRM Position: Q4 2022 in Review

Moser Wealth Advisors sold out of Salesforce (CRM) in Q4 2022, closing a stake of 37 shares — an estimated $5K sold.

Moser Wealth Advisors first reported a position in CRM in Q4 2019 and held it in 12 quarters. The position peaked at $9K in Q3 2021. 2,023 funds tracked by Wall St. Rank hold CRM as of Q4 2022.

  • Moser Wealth Advisors reported no remaining Salesforce position as of Q4 2022 after selling out during the quarter.
  • Moser Wealth Advisors sold 37 Salesforce shares in Q4 2022, an estimated $5K.
  • Moser Wealth Advisors first reported a position in Salesforce in Q4 2019 and held it in 12 quarters.
  • Moser Wealth Advisors's Salesforce position peaked at $9K in Q3 2021.
  • 2,023 funds tracked by Wall St. Rank held Salesforce as of Q4 2022.

Based on Moser Wealth Advisors's 13F filing for Q4 2022, filed 12 Jan 2023.