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Personal Wealth Partners’s Salesforce CRM Stock Holding History

Personal 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
2021
Q3 		– Sell
-195
Closed -$48K – 144
2021
Q2 		$48K Buy
+195
New +$44.9K 0.02% 153
2020
Q1 		– Sell
-195
Closed -$32K – 172
2019
Q4 		$32K Hold
195
– – 0.01% 170
2019
Q3 		$29K Buy
195
+12
+7% +$1.82K 0.01% 174
2019
Q2 		$28K Buy
+183
New +$28.7K 0.01% 159

Other funds holding CRM

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Personal Wealth Partners's CRM Position: Q3 2021 in Review

Personal Wealth Partners sold out of Salesforce (CRM) in Q3 2021, closing a stake of 195 shares — an estimated $48K sold.

Personal Wealth Partners first reported a position in CRM in Q2 2019 and held it in 4 quarters. The position peaked at $48K in Q2 2021. 2,179 funds tracked by Wall St. Rank hold CRM as of Q3 2021.

  • Personal Wealth Partners reported no remaining Salesforce position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 195 Salesforce shares in Q3 2021, an estimated $48K.
  • Personal Wealth Partners first reported a position in Salesforce in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's Salesforce position peaked at $48K in Q2 2021.
  • 2,179 funds tracked by Wall St. Rank held Salesforce as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.