PRW Wealth Management’s Salesforce CRM Stock Holding History

PRW Wealth Management’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
2019 Q2	–	Sell	-172	Closed	-$28K	–	190
2019 Q1	$28K	Hold	172	–	–	0.03%	208
2018 Q4	$24K	Buy	+172	New	+$23.7K	0.03%	217

Other funds holding CRM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PRW Wealth Management's CRM Position: Q2 2019 in Review

PRW Wealth Management sold out of Salesforce (CRM) in Q2 2019, closing a stake of 172 shares — an estimated $28K sold.

PRW Wealth Management first reported a position in CRM in Q4 2018 and held it in 2 quarters. The position peaked at $28K in Q1 2019. 1,379 funds tracked by Wall St. Rank hold CRM as of Q2 2019.

PRW Wealth Management reported no remaining Salesforce position as of Q2 2019 after selling out during the quarter.
PRW Wealth Management sold 172 Salesforce shares in Q2 2019, an estimated $28K.
PRW Wealth Management first reported a position in Salesforce in Q4 2018 and held it in 2 quarters.
PRW Wealth Management's Salesforce position peaked at $28K in Q1 2019.
1,379 funds tracked by Wall St. Rank held Salesforce as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.