RPg Family Wealth Advisory’s Salesforce CRM Stock Holding History

RPg Family Wealth Advisory’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 Q2	–	Sell	-537	Closed	-$114K	–	123
2022 Q1	$114K	Hold	537	–	–	0.05%	123
2021 Q4	$136K	Hold	537	–	–	0.05%	124
2021 Q3	$146K	Hold	537	–	–	0.06%	128
2021 Q2	$131K	Buy	+537	New	+$124K	0.05%	136
2020 Q4	$119K	Hold	537	–	–	0.06%	132
2020 Q3	$135K	Hold	537	–	–	0.07%	125
2020 Q2	$101K	Hold	537	–	–	0.06%	130
2020 Q1	$77.3K	Hold	537	–	–	0.06%	118
2019 Q4	$87.3K	Hold	537	–	–	0.05%	124
2019 Q3	$79.7K	Hold	537	–	–	0.05%	127
2019 Q2	$81.5K	Hold	537	–	–	0.05%	124
2019 Q1	$85K	Hold	537	–	–	0.05%	131
2018 Q4	$73.6K	Hold	537	–	–	0.07%	88
2018 Q3	$85.4K	Hold	537	–	–	0.06%	84
2018 Q2	$73.2K	Hold	537	–	–	0.06%	98
2018 Q1	$62.5K	Hold	537	–	–	0.05%	94
2017 Q4	$54.9K	Hold	537	–	–	0.05%	119
2017 Q3	$50.2K	Hold	537	–	–	0.04%	135
2017 Q2	$46.5K	Hold	537	–	–	0.04%	160
2017 Q1	$44.3K	Buy	+537	New	+$42.9K	0.04%	136

Other funds holding CRM

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

RPg Family Wealth Advisory's CRM Position: Q2 2022 in Review

RPg Family Wealth Advisory sold out of Salesforce (CRM) in Q2 2022, closing a stake of 537 shares — an estimated $114K sold.

RPg Family Wealth Advisory first reported a position in CRM in Q1 2017 and held it in 20 quarters. The position peaked at $146K in Q3 2021. 2,136 funds tracked by Wall St. Rank hold CRM as of Q2 2022.

RPg Family Wealth Advisory reported no remaining Salesforce position as of Q2 2022 after selling out during the quarter.
RPg Family Wealth Advisory sold 537 Salesforce shares in Q2 2022, an estimated $114K.
RPg Family Wealth Advisory first reported a position in Salesforce in Q1 2017 and held it in 20 quarters.
RPg Family Wealth Advisory's Salesforce position peaked at $146K in Q3 2021.
2,136 funds tracked by Wall St. Rank held Salesforce as of Q2 2022.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2022, filed 12 Aug 2022.