Pacific Wealth Strategies Group’s Salesforce CRM Stock Holding History

Pacific Wealth Strategies Group’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 Q3	–	Sell	-6,363	Closed	-$1.05M	–	41
2022 Q2	$1.05M	Sell	6,363 -2,642	-29%	-$467K	1.35%	22
2022 Q1	$1.91M	Sell	9,005 -1,334	-13%	-$287K	0.8%	29
2021 Q4	$2.63M	Buy	10,339 +233	+2%	+$65.5K	0.91%	32
2021 Q3	$2.74M	Buy	10,106 +252	+3%	+$64K	1.01%	32
2021 Q2	$2.41M	Sell	9,854 -63	-0.6%	-$14.5K	0.92%	35
2021 Q1	$2.1M	Buy	9,917 +1,796	+22%	+$400K	0.88%	37
2020 Q4	$1.8M	Buy	8,121 +1,857	+30%	+$452K	0.78%	40
2020 Q3	$1.57M	Buy	6,264 +1,394	+29%	+$305K	0.83%	36
2020 Q2	$912K	Buy	4,870 +60	+1%	+$10.1K	0.51%	51
2020 Q1	$693K	Buy	+4,810	New	+$825K	0.47%	57

Other funds holding CRM

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Pacific Wealth Strategies Group's CRM Position: Q3 2022 in Review

Pacific Wealth Strategies Group sold out of Salesforce (CRM) in Q3 2022, closing a stake of 6,363 shares — an estimated $1.05M sold.

Pacific Wealth Strategies Group first reported a position in CRM in Q1 2020 and held it in 10 quarters. The position peaked at $2.74M in Q3 2021. 2,056 funds tracked by Wall St. Rank hold CRM as of Q3 2022.

Pacific Wealth Strategies Group reported no remaining Salesforce position as of Q3 2022 after selling out during the quarter.
Pacific Wealth Strategies Group sold 6,363 Salesforce shares in Q3 2022, an estimated $1.05M.
Pacific Wealth Strategies Group first reported a position in Salesforce in Q1 2020 and held it in 10 quarters.
Pacific Wealth Strategies Group's Salesforce position peaked at $2.74M in Q3 2021.
2,056 funds tracked by Wall St. Rank held Salesforce as of Q3 2022.

Based on Pacific Wealth Strategies Group's 13F filing for Q3 2022, filed 18 Oct 2022.