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NEIRG Wealth Management’s Salesforce CRM Stock Holding History

NEIRG 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 		– Sell
-1,017
Closed -$216K – 142
2022
Q1 		$216K Buy
1,017
+201
+25% +$43.3K 0.04% 126
2021
Q4 		$207K Buy
+816
New +$229K 0.04% 121

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
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
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
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

NEIRG Wealth Management sold out of Salesforce (CRM) in Q2 2022, closing a stake of 1,017 shares — an estimated $216K sold.

NEIRG Wealth Management first reported a position in CRM in Q4 2021 and held it in 2 quarters. The position peaked at $216K in Q1 2022. 2,137 funds tracked by Wall St. Rank hold CRM as of Q2 2022.

  • NEIRG Wealth Management reported no remaining Salesforce position as of Q2 2022 after selling out during the quarter.
  • NEIRG Wealth Management sold 1,017 Salesforce shares in Q2 2022, an estimated $216K.
  • NEIRG Wealth Management first reported a position in Salesforce in Q4 2021 and held it in 2 quarters.
  • NEIRG Wealth Management's Salesforce position peaked at $216K in Q1 2022.
  • 2,137 funds tracked by Wall St. Rank held Salesforce as of Q2 2022.

Based on NEIRG Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.