Northstar Wealth Partners’s Salesforce CRM Stock Holding History

Northstar Wealth Partners’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
2020 Q3	–	Sell	-1,095	Closed	-$205K	–	150
2020 Q2	$205K	Buy	+1,095	New	+$185K	0.09%	172

Other funds holding CRM

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northstar Wealth Partners's CRM Position: Q3 2020 in Review

Northstar Wealth Partners sold out of Salesforce (CRM) in Q3 2020, closing a stake of 1,095 shares — an estimated $205K sold.

Northstar Wealth Partners first reported a position in CRM in Q2 2020 and held it in 1 quarter. The position peaked at $205K in Q2 2020. 1,835 funds tracked by Wall St. Rank hold CRM as of Q3 2020.

Northstar Wealth Partners reported no remaining Salesforce position as of Q3 2020 after selling out during the quarter.
Northstar Wealth Partners sold 1,095 Salesforce shares in Q3 2020, an estimated $205K.
Northstar Wealth Partners first reported a position in Salesforce in Q2 2020 and held it in 1 quarter.
Northstar Wealth Partners's Salesforce position peaked at $205K in Q2 2020.
1,835 funds tracked by Wall St. Rank held Salesforce as of Q3 2020.

Based on Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.