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Professional Planning’s Salesforce CRM Stock Holding History

Professional Planning’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
2021
Q3 		$1.05M Buy
3,892
+110
+3% +$27.9K 0.5% 40
2021
Q2 		$923K Sell
3,782
-317
-8% -$73.1K 0.42% 46
2021
Q1 		$868K Sell
4,099
-135
-3% -$30.1K 0.42% 45
2020
Q4 		$942K Buy
+4,234
New +$1.03M 0.38% 54
2020
Q3 		– Sell
-3,889
Closed -$728K – 49
2020
Q2 		$728K Buy
+3,889
New +$655K 0.39% 54

Other funds holding CRM

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Professional Planning's CRM Position: Q3 2021 in Review

Professional Planning increased its Salesforce (CRM) stake by 2.9% in Q3 2021, buying an estimated $27.9K and bringing the position to 3,892 shares worth $1.05M. The position accounts for 0.5% of the portfolio, ranked #40.

Professional Planning first reported a position in CRM in Q2 2020 and has held it in 5 quarters since. 2,179 funds tracked by Wall St. Rank hold CRM as of Q3 2021.

  • Professional Planning held 3,892 shares of Salesforce worth $1.05M as of Q3 2021.
  • Professional Planning bought 110 Salesforce shares in Q3 2021, an estimated $27.9K.
  • Salesforce made up 0.5% of Professional Planning's portfolio in Q3 2021, its #40 holding.
  • Professional Planning first reported a position in Salesforce in Q2 2020 and has held it in 5 quarters since.
  • 2,179 funds tracked by Wall St. Rank held Salesforce as of Q3 2021.

Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.