Regal Wealth Group’s Salesforce CRM Stock Holding History

Regal 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
2021 Q2	–	Sell	-243	Closed	-$51K	–	93
2021 Q1	$51K	Hold	243	–	–	0.03%	97
2020 Q4	$54K	Buy	+243	New	+$59.1K	0.03%	91

Other funds holding CRM

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Regal Wealth Group's CRM Position: Q2 2021 in Review

Regal Wealth Group sold out of Salesforce (CRM) in Q2 2021, closing a stake of 243 shares — an estimated $51K sold.

Regal Wealth Group first reported a position in CRM in Q4 2020 and held it in 2 quarters. The position peaked at $54K in Q4 2020. 2,067 funds tracked by Wall St. Rank hold CRM as of Q2 2021.

Regal Wealth Group reported no remaining Salesforce position as of Q2 2021 after selling out during the quarter.
Regal Wealth Group sold 243 Salesforce shares in Q2 2021, an estimated $51K.
Regal Wealth Group first reported a position in Salesforce in Q4 2020 and held it in 2 quarters.
Regal Wealth Group's Salesforce position peaked at $54K in Q4 2020.
2,067 funds tracked by Wall St. Rank held Salesforce as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.