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Pathway Financial Advisers’s Salesforce CRM Stock Holding History

Pathway Financial Advisers’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
2023
Q1 		– Sell
-1,424
Closed -$189K – 505
2022
Q4 		$189K Buy
+1,424
New +$208K 0.08% 164

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Pathway Financial Advisers's CRM Position: Q1 2023 in Review

Pathway Financial Advisers sold out of Salesforce (CRM) in Q1 2023, closing a stake of 1,424 shares — an estimated $189K sold.

Pathway Financial Advisers first reported a position in CRM in Q4 2022 and held it in 1 quarter. The position peaked at $189K in Q4 2022. 2,176 funds tracked by Wall St. Rank hold CRM as of Q1 2023.

  • Pathway Financial Advisers reported no remaining Salesforce position as of Q1 2023 after selling out during the quarter.
  • Pathway Financial Advisers sold 1,424 Salesforce shares in Q1 2023, an estimated $189K.
  • Pathway Financial Advisers first reported a position in Salesforce in Q4 2022 and held it in 1 quarter.
  • Pathway Financial Advisers's Salesforce position peaked at $189K in Q4 2022.
  • 2,176 funds tracked by Wall St. Rank held Salesforce as of Q1 2023.

Based on Pathway Financial Advisers's 13F filing for Q1 2023, filed 19 Jul 2024.