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Schaper Benz & Wise Investment Counsel’s Salesforce CRM Stock Holding History

Schaper Benz & Wise Investment Counsel’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
-919
Closed -$234K – 150
2021
Q4 		$234K Hold
919
– – 0.02% 140
2021
Q3 		$249K Hold
919
– – 0.02% 119
2021
Q2 		$224K Buy
+919
New +$212K 0.02% 120
2021
Q1 		– Sell
-919
Closed -$205K – 126
2020
Q4 		$205K Buy
+919
New +$223K 0.02% 119

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

Schaper Benz & Wise Investment Counsel's CRM Position: Q1 2022 in Review

Schaper Benz & Wise Investment Counsel sold out of Salesforce (CRM) in Q1 2022, closing a stake of 919 shares — an estimated $234K sold.

Schaper Benz & Wise Investment Counsel first reported a position in CRM in Q4 2020 and held it in 4 quarters. The position peaked at $249K in Q3 2021. 2,278 funds tracked by Wall St. Rank hold CRM as of Q1 2022.

  • Schaper Benz & Wise Investment Counsel reported no remaining Salesforce position as of Q1 2022 after selling out during the quarter.
  • Schaper Benz & Wise Investment Counsel sold 919 Salesforce shares in Q1 2022, an estimated $234K.
  • Schaper Benz & Wise Investment Counsel first reported a position in Salesforce in Q4 2020 and held it in 4 quarters.
  • Schaper Benz & Wise Investment Counsel's Salesforce position peaked at $249K in Q3 2021.
  • 2,278 funds tracked by Wall St. Rank held Salesforce as of Q1 2022.

Based on Schaper Benz & Wise Investment Counsel's 13F filing for Q1 2022, filed 29 Apr 2022.