Planned Solutions’s Salesforce CRM Stock Holding History

Planned Solutions’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 Q1	–	Sell	-30	Closed	-$7K	–	133
2020 Q4	$7K	Hold	30	–	–	0.01%	346
2020 Q3	$8K	Buy	+30	New	+$6.57K	0.01%	264

Other funds holding CRM

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Planned Solutions's CRM Position: Q1 2021 in Review

Planned Solutions sold out of Salesforce (CRM) in Q1 2021, closing a stake of 30 shares — an estimated $7K sold.

Planned Solutions first reported a position in CRM in Q3 2020 and held it in 2 quarters. The position peaked at $8K in Q3 2020. 1,984 funds tracked by Wall St. Rank hold CRM as of Q1 2021.

Planned Solutions reported no remaining Salesforce position as of Q1 2021 after selling out during the quarter.
Planned Solutions sold 30 Salesforce shares in Q1 2021, an estimated $7K.
Planned Solutions first reported a position in Salesforce in Q3 2020 and held it in 2 quarters.
Planned Solutions's Salesforce position peaked at $8K in Q3 2020.
1,984 funds tracked by Wall St. Rank held Salesforce as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.