Reilly Financial Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $312K | Buy |
1,228
+168
| +16% | +$47.2K | 0.02% | 174 |
|
|
2021
Q3 | $287K | Buy |
1,060
+14
| +1% | +$3.56K | 0.02% | 171 |
|
|
2021
Q2 | $256K | Buy |
1,046
+119
| +13% | +$27.4K | 0.02% | 184 |
|
|
2021
Q1 | $196K | Buy |
927
+32
| +4% | +$7.12K | 0.02% | 197 |
|
|
2020
Q4 | $199K | Buy |
895
+271
| +43% | +$65.9K | 0.02% | 188 |
|
|
2020
Q3 | $157K | Sell |
624
-33
| -5% | -$7.22K | 0.02% | 196 |
|
|
2020
Q2 | $123K | Buy |
657
+111
| +20% | +$18.7K | 0.01% | 205 |
|
|
2020
Q1 | $79K | Buy |
546
+69
| +14% | +$11.8K | 0.01% | 241 |
|
|
2019
Q4 | $78K | Buy |
477
+4
| +0.8% | +$627 | 0.01% | 272 |
|
|
2019
Q3 | $70K | Hold |
473
| – | – | 0.01% | 291 |
|
|
2019
Q2 | $72K | Hold |
473
| – | – | 0.01% | 293 |
|
|
2019
Q1 | $75K | Sell |
473
-54
| -10% | -$8.37K | 0.01% | 279 |
|
|
2018
Q4 | $72K | Buy |
527
+40
| +8% | +$5.5K | 0.01% | 268 |
|
|
2018
Q3 | $77K | Hold |
487
| – | – | 0.01% | 285 |
|
|
2018
Q2 | $66K | Hold |
487
| – | – | 0.01% | 267 |
|
|
2018
Q1 | $57K | Buy |
487
+312
| +178% | +$35.8K | 0.01% | 285 |
|
|
2017
Q4 | $18K | Sell |
175
-145
| -45% | -$14.8K | ﹤0.01% | 534 |
|
|
2017
Q3 | $30K | Hold |
320
| – | – | ﹤0.01% | 393 |
|
|
2017
Q2 | $28K | Hold |
320
| – | – | ﹤0.01% | 419 |
|
|
2017
Q1 | $26K | Buy |
320
+25
| +8% | +$2K | ﹤0.01% | 422 |
|
|
2016
Q4 | $20K | Hold |
295
| – | – | ﹤0.01% | 443 |
|
|
2016
Q3 | $21K | Buy |
295
+102
| +53% | +$7.96K | ﹤0.01% | 401 |
|
|
2016
Q2 | $15K | Hold |
193
| – | – | ﹤0.01% | 425 |
|
|
2016
Q1 | $14K | Hold |
193
| – | – | ﹤0.01% | 677 |
|
|
2015
Q4 | $15K | Hold |
193
| – | – | ﹤0.01% | 671 |
|
|
2015
Q3 | $13K | Hold |
193
| – | – | ﹤0.01% | 708 |
|
|
2015
Q2 | $13K | Hold |
193
| – | – | ﹤0.01% | 783 |
|
|
2015
Q1 | $13K | Sell |
193
-125
| -39% | -$7.75K | ﹤0.01% | 774 |
|
|
2014
Q4 | $19K | Buy |
318
+60
| +23% | +$3.54K | ﹤0.01% | 405 |
|
|
2014
Q3 | $15K | Buy |
258
+58
| +29% | +$3.27K | ﹤0.01% | 444 |
|
|
2014
Q2 | $12K | Buy |
+200
| New | +$10.8K | ﹤0.01% | 516 |
|
|
2014
Q1 | – | Sell |
-58
| Closed | -$3K | – | 805 |
|
|
2013
Q4 | $3K | Buy |
+58
| New | +$3.1K | ﹤0.01% | 744 |
|
Other funds holding CRM
Reilly Financial Advisors's CRM Position: Q4 2021 in Review
Reilly Financial Advisors increased its Salesforce (CRM) stake by 16% in Q4 2021, buying an estimated $47.2K and bringing the position to 1,228 shares worth $312K. The position accounts for 0.02% of the portfolio, ranked #174.
Reilly Financial Advisors first reported a position in CRM in Q4 2013 and has held it in 32 quarters since. 2,352 funds tracked by Wall St. Rank hold CRM as of Q4 2021.
- Reilly Financial Advisors held 1,228 shares of Salesforce worth $312K as of Q4 2021.
- Reilly Financial Advisors bought 168 Salesforce shares in Q4 2021, an estimated $47.2K.
- Salesforce made up 0.02% of Reilly Financial Advisors's portfolio in Q4 2021, its #174 holding.
- Reilly Financial Advisors first reported a position in Salesforce in Q4 2013 and has held it in 32 quarters since.
- 2,352 funds tracked by Wall St. Rank held Salesforce as of Q4 2021.
Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.