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Pitti Group Wealth Management’s Salesforce CRM Stock Holding History

Pitti Group Wealth Management’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 		– Sell
-2,877
Closed -$414K – 69
2022
Q3 		$414K Buy
2,877
+6
+0.2% +$1.02K 0.57% 41
2022
Q2 		$474K Buy
2,871
+11
+0.4% +$1.94K 0.65% 37
2022
Q1 		$607K Buy
2,860
+129
+5% +$27.8K 0.71% 39
2021
Q4 		$694K Buy
+2,731
New +$767K 0.77% 40

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pitti Group Wealth Management's CRM Position: Q4 2022 in Review

Pitti Group Wealth Management sold out of Salesforce (CRM) in Q4 2022, closing a stake of 2,877 shares — an estimated $414K sold.

Pitti Group Wealth Management first reported a position in CRM in Q4 2021 and held it in 4 quarters. The position peaked at $694K in Q4 2021. 2,023 funds tracked by Wall St. Rank hold CRM as of Q4 2022.

  • Pitti Group Wealth Management reported no remaining Salesforce position as of Q4 2022 after selling out during the quarter.
  • Pitti Group Wealth Management sold 2,877 Salesforce shares in Q4 2022, an estimated $414K.
  • Pitti Group Wealth Management first reported a position in Salesforce in Q4 2021 and held it in 4 quarters.
  • Pitti Group Wealth Management's Salesforce position peaked at $694K in Q4 2021.
  • 2,023 funds tracked by Wall St. Rank held Salesforce as of Q4 2022.

Based on Pitti Group Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.