Nauset Wealth Management’s Salesforce CRM Stock Holding History

Nauset 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 Q1	$17K	Buy	+80	New	+$17.2K	0.01%	182

Other funds holding CRM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $580B AUM 38.23% 1-Year Est. Return

Nauset Wealth Management's CRM Position: Q1 2022 in Review

Nauset Wealth Management opened a new position in Salesforce (CRM) in Q1 2022: 80 shares worth $17K. The stake represents 0.01% of the portfolio and ranks #182 among its holdings.

2,275 funds tracked by Wall St. Rank hold CRM as of Q1 2022.

Nauset Wealth Management held 80 shares of Salesforce worth $17K as of Q1 2022.
Salesforce was a new Nauset Wealth Management position in Q1 2022.
Salesforce made up 0.01% of Nauset Wealth Management's portfolio in Q1 2022, its #182 holding.
2,275 funds tracked by Wall St. Rank held Salesforce as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.