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Price Wealth’s Salesforce CRM Stock Holding History

Price Wealth’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
2020
Q3 		$287K Buy
1,142
+1,121
+5,338% +$245K 0.08% 65
2020
Q2 		$4K Buy
21
+6
+40% +$1.01K ﹤0.01% 247
2020
Q1 		$2K Buy
15
+7
+88% +$1.2K ﹤0.01% 240
2019
Q4 		$1K Sell
8
-36
-82% -$5.64K ﹤0.01% 291
2019
Q3 		$7K Hold
44
– – ﹤0.01% 179
2019
Q2 		$7K Buy
+44
New +$6.89K ﹤0.01% 184
2018
Q3 		– Sell
-220
Closed -$30K – 217
2018
Q2 		$30K Buy
220
+100
+83% +$12.8K 0.01% 154
2018
Q1 		$14K Hold
120
– – 0.01% 129
2017
Q4 		$12K Buy
+120
New +$12.2K 0.01% 169

Other funds holding CRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Price Wealth's CRM Position: Q3 2020 in Review

Price Wealth increased its Salesforce (CRM) stake by 5,338% in Q3 2020, buying an estimated $245K and bringing the position to 1,142 shares worth $287K. The position accounts for 0.08% of the portfolio, ranked #65.

Price Wealth first reported a position in CRM in Q4 2017 and has held it in 9 quarters since. 1,834 funds tracked by Wall St. Rank hold CRM as of Q3 2020.

  • Price Wealth held 1,142 shares of Salesforce worth $287K as of Q3 2020.
  • Price Wealth bought 1,121 Salesforce shares in Q3 2020, an estimated $245K.
  • Salesforce made up 0.08% of Price Wealth's portfolio in Q3 2020, its #65 holding.
  • Price Wealth first reported a position in Salesforce in Q4 2017 and has held it in 9 quarters since.
  • 1,834 funds tracked by Wall St. Rank held Salesforce as of Q3 2020.

Based on Price Wealth's 13F filing for Q3 2020, filed 22 Oct 2020.