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Private Capital Advisors’s Salesforce CRM Stock Holding History

Private Capital 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
Q3 		– Sell
-37,033
Closed -$6.11M – 89
2022
Q2 		$6.11M Buy
37,033
+740
+2% +$131K 1.03% 28
2022
Q1 		$7.71M Buy
36,293
+365
+1% +$78.6K 1.12% 29
2021
Q4 		$9.13M Buy
+35,928
New +$10.1M 1.46% 25

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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

Private Capital Advisors's CRM Position: Q3 2022 in Review

Private Capital Advisors sold out of Salesforce (CRM) in Q3 2022, closing a stake of 37,033 shares — an estimated $6.11M sold.

Private Capital Advisors first reported a position in CRM in Q4 2021 and held it in 3 quarters. The position peaked at $9.13M in Q4 2021. 2,056 funds tracked by Wall St. Rank hold CRM as of Q3 2022.

  • Private Capital Advisors reported no remaining Salesforce position as of Q3 2022 after selling out during the quarter.
  • Private Capital Advisors sold 37,033 Salesforce shares in Q3 2022, an estimated $6.11M.
  • Private Capital Advisors first reported a position in Salesforce in Q4 2021 and held it in 3 quarters.
  • Private Capital Advisors's Salesforce position peaked at $9.13M in Q4 2021.
  • 2,056 funds tracked by Wall St. Rank held Salesforce as of Q3 2022.

Based on Private Capital Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.