MLFP
CRM icon

MPS Loria Financial Planners’s Salesforce CRM Stock Holding History

MPS Loria Financial Planners’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
Q2 		– Sell
-54
Closed -$11K – 206
2021
Q1 		$11K Sell
54
-100
-65% -$22.3K 0.01% 284
2020
Q4 		$34K Buy
+154
New +$37.5K 0.02% 189

Other funds holding CRM

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

MPS Loria Financial Planners's CRM Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Salesforce (CRM) in Q2 2021, closing a stake of 54 shares — an estimated $11K sold.

MPS Loria Financial Planners first reported a position in CRM in Q4 2020 and held it in 2 quarters. The position peaked at $34K in Q4 2020. 2,067 funds tracked by Wall St. Rank hold CRM as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Salesforce position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 54 Salesforce shares in Q2 2021, an estimated $11K.
  • MPS Loria Financial Planners first reported a position in Salesforce in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Salesforce position peaked at $34K in Q4 2020.
  • 2,067 funds tracked by Wall St. Rank held Salesforce as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.