SFMG
CRM icon

Sage Financial Management Group’s Salesforce CRM Stock Holding History

Sage Financial Management 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
-150
Closed -$32K – 43
2021
Q1 		$32K Buy
+150
New +$33.4K 0.02% 73

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Sage Financial Management Group's CRM Position: Q2 2021 in Review

Sage Financial Management Group sold out of Salesforce (CRM) in Q2 2021, closing a stake of 150 shares — an estimated $32K sold.

Sage Financial Management Group first reported a position in CRM in Q1 2021 and held it in 1 quarter. The position peaked at $32K in Q1 2021. 2,067 funds tracked by Wall St. Rank hold CRM as of Q2 2021.

  • Sage Financial Management Group reported no remaining Salesforce position as of Q2 2021 after selling out during the quarter.
  • Sage Financial Management Group sold 150 Salesforce shares in Q2 2021, an estimated $32K.
  • Sage Financial Management Group first reported a position in Salesforce in Q1 2021 and held it in 1 quarter.
  • Sage Financial Management Group's Salesforce position peaked at $32K in Q1 2021.
  • 2,067 funds tracked by Wall St. Rank held Salesforce as of Q2 2021.

Based on Sage Financial Management Group's 13F filing for Q2 2021, filed 3 Aug 2021.