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Private Wealth Advisors (Pennsylvania)’s Salesforce CRM Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
Q4 		– Sell
-899
Closed -$226K – 124
2020
Q3 		$226K Buy
+899
New +$197K 0.14% 95
2019
Q4 		– Sell
-1,423
Closed -$211K – 131
2019
Q3 		$211K Buy
+1,423
New +$216K 0.11% 129

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
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
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

Private Wealth Advisors (Pennsylvania)'s CRM Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) sold out of Salesforce (CRM) in Q4 2020, closing a stake of 899 shares — an estimated $226K sold.

Private Wealth Advisors (Pennsylvania) first reported a position in CRM in Q3 2019 and held it in 2 quarters. The position peaked at $226K in Q3 2020. 1,990 funds tracked by Wall St. Rank hold CRM as of Q4 2020.

  • Private Wealth Advisors (Pennsylvania) reported no remaining Salesforce position as of Q4 2020 after selling out during the quarter.
  • Private Wealth Advisors (Pennsylvania) sold 899 Salesforce shares in Q4 2020, an estimated $226K.
  • Private Wealth Advisors (Pennsylvania) first reported a position in Salesforce in Q3 2019 and held it in 2 quarters.
  • Private Wealth Advisors (Pennsylvania)'s Salesforce position peaked at $226K in Q3 2020.
  • 1,990 funds tracked by Wall St. Rank held Salesforce as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.