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Platte River Wealth Advisors’s Salesforce CRM Stock Holding History

Platte River Wealth 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
Q1 		– Sell
-14,525
Closed -$3.41M – 85
2021
Q4 		$3.41M Sell
14,525
-5
-0% -$1.41K 1.17% 22
2021
Q3 		$3.94M Buy
14,530
+13
+0.1% +$3.3K 1.46% 21
2021
Q2 		$3.55M Buy
14,517
+572
+4% +$132K 1.35% 21
2021
Q1 		$3.13M Buy
13,945
+957
+7% +$213K 1.29% 22
2020
Q4 		$2.89M Buy
12,988
+2,239
+21% +$544K 1.25% 22
2020
Q3 		$2.7M Sell
10,749
-170
-2% -$37.2K 1.39% 23
2020
Q2 		$2.16M Buy
+10,919
New +$1.84M 1.19% 22
2019
Q4 		$1.07M Buy
+5,858
New +$918K 0.56% 48

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Platte River Wealth Advisors's CRM Position: Q1 2022 in Review

Platte River Wealth Advisors sold out of Salesforce (CRM) in Q1 2022, closing a stake of 14,525 shares — an estimated $3.41M sold.

Platte River Wealth Advisors first reported a position in CRM in Q4 2019 and held it in 8 quarters. The position peaked at $3.94M in Q3 2021. 2,278 funds tracked by Wall St. Rank hold CRM as of Q1 2022.

  • Platte River Wealth Advisors reported no remaining Salesforce position as of Q1 2022 after selling out during the quarter.
  • Platte River Wealth Advisors sold 14,525 Salesforce shares in Q1 2022, an estimated $3.41M.
  • Platte River Wealth Advisors first reported a position in Salesforce in Q4 2019 and held it in 8 quarters.
  • Platte River Wealth Advisors's Salesforce position peaked at $3.94M in Q3 2021.
  • 2,278 funds tracked by Wall St. Rank held Salesforce as of Q1 2022.

Based on Platte River Wealth Advisors's 13F filing for Q1 2022, filed 19 Apr 2022.