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Retirement Planning Company of New England’s Salesforce CRM Stock Holding History

Retirement Planning Company of New England’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
-108
Closed -$27K – 349
2021
Q4 		$27K Buy
+108
New +$30.3K 0.01% 491

Other funds holding CRM

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Retirement Planning Company of New England's CRM Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Salesforce (CRM) in Q1 2022, closing a stake of 108 shares — an estimated $27K sold.

Retirement Planning Company of New England first reported a position in CRM in Q4 2021 and held it in 1 quarter. The position peaked at $27K in Q4 2021. 2,278 funds tracked by Wall St. Rank hold CRM as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Salesforce position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 108 Salesforce shares in Q1 2022, an estimated $27K.
  • Retirement Planning Company of New England first reported a position in Salesforce in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Salesforce position peaked at $27K in Q4 2021.
  • 2,278 funds tracked by Wall St. Rank held Salesforce as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.