Ratio Wealth Group’s Salesforce CRM Stock Holding History

Ratio Wealth Group’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	-889	Closed	-$226K	–	59
2021 Q4	$226K	Hold	889	–	–	0.07%	50
2021 Q3	$241K	Buy	+889	New	+$226K	0.08%	51

Other funds holding CRM

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Ratio Wealth Group's CRM Position: Q1 2022 in Review

Ratio Wealth Group sold out of Salesforce (CRM) in Q1 2022, closing a stake of 889 shares — an estimated $226K sold.

Ratio Wealth Group first reported a position in CRM in Q3 2021 and held it in 2 quarters. The position peaked at $241K in Q3 2021. 2,277 funds tracked by Wall St. Rank hold CRM as of Q1 2022.

Ratio Wealth Group reported no remaining Salesforce position as of Q1 2022 after selling out during the quarter.
Ratio Wealth Group sold 889 Salesforce shares in Q1 2022, an estimated $226K.
Ratio Wealth Group first reported a position in Salesforce in Q3 2021 and held it in 2 quarters.
Ratio Wealth Group's Salesforce position peaked at $241K in Q3 2021.
2,277 funds tracked by Wall St. Rank held Salesforce as of Q1 2022.

Based on Ratio Wealth Group's 13F filing for Q1 2022, filed 27 Mar 2023.