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Schneider Downs Wealth Management Advisors’s Salesforce CRM Stock Holding History

Schneider Downs Wealth Management 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
2021
Q4 		– Sell
-761
Closed -$206K – 155
2021
Q3 		$206K Buy
+761
New +$193K 0.05% 140

Other funds holding CRM

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
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

Schneider Downs Wealth Management Advisors's CRM Position: Q4 2021 in Review

Schneider Downs Wealth Management Advisors sold out of Salesforce (CRM) in Q4 2021, closing a stake of 761 shares — an estimated $206K sold.

Schneider Downs Wealth Management Advisors first reported a position in CRM in Q3 2021 and held it in 1 quarter. The position peaked at $206K in Q3 2021. 2,352 funds tracked by Wall St. Rank hold CRM as of Q4 2021.

  • Schneider Downs Wealth Management Advisors reported no remaining Salesforce position as of Q4 2021 after selling out during the quarter.
  • Schneider Downs Wealth Management Advisors sold 761 Salesforce shares in Q4 2021, an estimated $206K.
  • Schneider Downs Wealth Management Advisors first reported a position in Salesforce in Q3 2021 and held it in 1 quarter.
  • Schneider Downs Wealth Management Advisors's Salesforce position peaked at $206K in Q3 2021.
  • 2,352 funds tracked by Wall St. Rank held Salesforce as of Q4 2021.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q4 2021, filed 31 Jan 2022.