Silicon Hills Wealth Management’s Salesforce CRM Stock Holding History

Silicon Hills Wealth Management’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
2023 Q2	$496K	Hold	2,349	–	–	0.28%	53
2023 Q1	$469K	Hold	2,349	–	–	0.28%	54
2022 Q4	$311K	Sell	2,349 -816	-26%	-$119K	0.23%	74
2022 Q3	$455K	Buy	3,165 +15	+0.5%	+$2.54K	0.36%	59
2022 Q2	$520K	Sell	3,150 -140	-4%	-$24.7K	0.38%	55
2022 Q1	$699K	Hold	3,290	–	–	0.45%	53
2021 Q4	$836K	Buy	3,290 +1,005	+44%	+$282K	0.52%	54
2021 Q3	$620K	Hold	2,285	–	–	0.43%	64
2021 Q2	$558K	Sell	2,285 -5	-0.2%	-$1.15K	0.43%	55
2021 Q1	$485K	Buy	2,290 +269	+13%	+$59.9K	0.44%	60
2020 Q4	$450K	Sell	2,021 -275	-12%	-$66.9K	0.41%	54
2020 Q3	$577K	Buy	2,296 +275	+14%	+$60.2K	0.6%	43
2020 Q2	$379K	Buy	+2,021	New	+$341K	0.45%	57
2020 Q1	–	Sell	-5	Closed	-$101	–	102
2019 Q4	$101	Buy	+5	New	+$784	0.08%	101

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Silicon Hills Wealth Management's CRM Position: Q2 2023 in Review

Silicon Hills Wealth Management held its Salesforce (CRM) position steady in Q2 2023 at 2,349 shares worth $496K. The position accounts for 0.28% of the portfolio, ranked #53.

Silicon Hills Wealth Management first reported a position in CRM in Q4 2019 and has held it in 14 quarters since. The position peaked at $836K in Q4 2021. 2,294 funds tracked by Wall St. Rank hold CRM as of Q2 2023.

Silicon Hills Wealth Management held 2,349 shares of Salesforce worth $496K as of Q2 2023.
Silicon Hills Wealth Management left its Salesforce share count unchanged in Q2 2023.
Salesforce made up 0.28% of Silicon Hills Wealth Management's portfolio in Q2 2023, its #53 holding.
Silicon Hills Wealth Management first reported a position in Salesforce in Q4 2019 and has held it in 14 quarters since.
Silicon Hills Wealth Management's Salesforce position peaked at $836K in Q4 2021.
2,294 funds tracked by Wall St. Rank held Salesforce as of Q2 2023.

Based on Silicon Hills Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.