Paragon Wealth Strategies’s Salesforce CRM Stock Holding History

Paragon Wealth Strategies’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 Q3	–	Sell	-98	Closed	-$24K	–	89
2021 Q2	$24K	Buy	+98	New	+$22.6K	0.01%	122

Other funds holding CRM

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Paragon Wealth Strategies's CRM Position: Q3 2021 in Review

Paragon Wealth Strategies sold out of Salesforce (CRM) in Q3 2021, closing a stake of 98 shares — an estimated $24K sold.

Paragon Wealth Strategies first reported a position in CRM in Q2 2021 and held it in 1 quarter. The position peaked at $24K in Q2 2021. 2,179 funds tracked by Wall St. Rank hold CRM as of Q3 2021.

Paragon Wealth Strategies reported no remaining Salesforce position as of Q3 2021 after selling out during the quarter.
Paragon Wealth Strategies sold 98 Salesforce shares in Q3 2021, an estimated $24K.
Paragon Wealth Strategies first reported a position in Salesforce in Q2 2021 and held it in 1 quarter.
Paragon Wealth Strategies's Salesforce position peaked at $24K in Q2 2021.
2,179 funds tracked by Wall St. Rank held Salesforce as of Q3 2021.

Based on Paragon Wealth Strategies's 13F filing for Q3 2021, filed 29 Oct 2021.