RWA
CRM icon

RGT Wealth Advisors’s Salesforce CRM Stock Holding History

RGT Wealth Advisors’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
-809
Closed -$206K – 160
2021
Q4 		$206K Buy
809
+47
+6% +$13.2K 0.03% 88
2021
Q3 		$207K Sell
762
-105
-12% -$26.7K 0.04% 51
2021
Q2 		$212K Buy
+867
New +$200K 0.04% 53
2021
Q1 		– Sell
-1,305
Closed -$290K – 60
2020
Q4 		$290K Buy
+1,305
New +$317K 0.06% 48

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $295B AUM 31.6% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

RGT Wealth Advisors's CRM Position: Q1 2022 in Review

RGT Wealth Advisors sold out of Salesforce (CRM) in Q1 2022, closing a stake of 809 shares — an estimated $206K sold.

RGT Wealth Advisors first reported a position in CRM in Q4 2020 and held it in 4 quarters. The position peaked at $290K in Q4 2020. 2,277 funds tracked by Wall St. Rank hold CRM as of Q1 2022.

  • RGT Wealth Advisors reported no remaining Salesforce position as of Q1 2022 after selling out during the quarter.
  • RGT Wealth Advisors sold 809 Salesforce shares in Q1 2022, an estimated $206K.
  • RGT Wealth Advisors first reported a position in Salesforce in Q4 2020 and held it in 4 quarters.
  • RGT Wealth Advisors's Salesforce position peaked at $290K in Q4 2020.
  • 2,277 funds tracked by Wall St. Rank held Salesforce as of Q1 2022.

Based on RGT Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.