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Personal Capital Advisors’s Salesforce CRM Stock Holding History

Personal Capital Advisors’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
Q4 		$54.3M Sell
409,528
-81,098
-17% -$11.8M 0.26% 88
2022
Q3 		$70.6M Buy
490,626
+101,463
+26% +$17.2M 0.38% 61
2022
Q2 		$64.2M Sell
389,163
-20,362
-5% -$3.6M 0.34% 64
2022
Q1 		$87M Sell
409,525
-6,644
-2% -$1.43M 0.41% 52
2021
Q4 		$106M Buy
416,169
+16,070
+4% +$4.52M 0.49% 41
2021
Q3 		$109M Buy
400,099
+15,128
+4% +$3.84M 0.55% 31
2021
Q2 		$94M Buy
384,971
+37,061
+11% +$8.54M 0.49% 34
2021
Q1 		$73.7M Buy
347,910
+7,447
+2% +$1.66M 0.43% 45
2020
Q4 		$75.8M Buy
340,463
+3,931
+1% +$956K 0.48% 38
2020
Q3 		$84.6M Sell
336,532
-3,570
-1% -$781K 0.64% 29
2020
Q2 		$63.7M Buy
340,102
+3,452
+1% +$582K 0.53% 29
2020
Q1 		$48.6M Buy
336,650
+4,435
+1% +$760K 0.48% 40
2019
Q4 		$54M Buy
332,215
+18,265
+6% +$2.86M 0.45% 46
2019
Q3 		$46.6M Buy
313,950
+14,952
+5% +$2.27M 0.44% 52
2019
Q2 		$45.4M Buy
298,998
+18,393
+7% +$2.88M 0.46% 45
2019
Q1 		$44.4M Sell
280,605
-36,547
-12% -$5.66M 0.5% 40
2018
Q4 		$43.4M Buy
317,152
+4,993
+2% +$687K 0.58% 31
2018
Q3 		$49.6M Buy
312,159
+4,892
+2% +$726K 0.64% 26
2018
Q2 		$41.9M Buy
307,267
+13,481
+5% +$1.72M 0.59% 29
2018
Q1 		$34.2M Buy
293,786
+21,545
+8% +$2.47M 0.53% 37
2017
Q4 		$27.8M Buy
272,241
+21,620
+9% +$2.2M 0.47% 53
2017
Q3 		$23.4M Buy
250,621
+22,869
+10% +$2.1M 0.46% 59
2017
Q2 		$19.7M Buy
227,752
+217,929
+2,219% +$19M 0.43% 68
2017
Q1 		$809K Buy
+9,823
New +$785K 0.02% 146
2016
Q4 		– Sell
-4,775
Closed -$340K – 177
2016
Q3 		$340K Buy
+4,775
New +$372K 0.01% 147
2014
Q4 		– Sell
-4,718
Closed -$271K – 138
2014
Q3 		$271K Sell
4,718
-84,161
-95% -$4.74M 0.03% 130
2014
Q2 		$5.16M Buy
88,879
+22,996
+35% +$1.24M 0.86% 32
2014
Q1 		$3.76M Buy
65,883
+15,212
+30% +$909K 0.85% 37
2013
Q4 		$2.8M Buy
+50,671
New +$2.71M 0.89% 35

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Personal Capital Advisors's CRM Position: Q4 2022 in Review

Personal Capital Advisors reduced its Salesforce (CRM) stake by 17% in Q4 2022, selling an estimated $11.8M and leaving 409,528 shares worth $54.3M. The position accounts for 0.26% of the portfolio, ranked #88.

Personal Capital Advisors first reported a position in CRM in Q4 2013 and has held it in 29 quarters since. The position peaked at $109M in Q3 2021. 2,022 funds tracked by Wall St. Rank hold CRM as of Q4 2022.

  • Personal Capital Advisors held 409,528 shares of Salesforce worth $54.3M as of Q4 2022.
  • Personal Capital Advisors sold 81,098 Salesforce shares in Q4 2022, an estimated $11.8M.
  • Salesforce made up 0.26% of Personal Capital Advisors's portfolio in Q4 2022, its #88 holding.
  • Personal Capital Advisors first reported a position in Salesforce in Q4 2013 and has held it in 29 quarters since.
  • Personal Capital Advisors's Salesforce position peaked at $109M in Q3 2021.
  • 2,022 funds tracked by Wall St. Rank held Salesforce as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.