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Professional Financial Advisors’s Salesforce CRM Stock Holding History

Professional Financial 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
-1,197
Closed -$304K – 479
2021
Q4 		$304K Sell
1,197
-20
-2% -$5.62K 0.13% 80
2021
Q3 		$330K Buy
+1,217
New +$309K 0.19% 68

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

Professional Financial Advisors's CRM Position: Q1 2022 in Review

Professional Financial Advisors sold out of Salesforce (CRM) in Q1 2022, closing a stake of 1,197 shares — an estimated $304K sold.

Professional Financial Advisors first reported a position in CRM in Q3 2021 and held it in 2 quarters. The position peaked at $330K in Q3 2021. 2,278 funds tracked by Wall St. Rank hold CRM as of Q1 2022.

  • Professional Financial Advisors reported no remaining Salesforce position as of Q1 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 1,197 Salesforce shares in Q1 2022, an estimated $304K.
  • Professional Financial Advisors first reported a position in Salesforce in Q3 2021 and held it in 2 quarters.
  • Professional Financial Advisors's Salesforce position peaked at $330K in Q3 2021.
  • 2,278 funds tracked by Wall St. Rank held Salesforce as of Q1 2022.

Based on Professional Financial Advisors's 13F filing for Q1 2022, filed 5 May 2022.