Sowa Financial Group’s Salesforce CRM Stock Holding History

Sowa Financial 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 Q1	–	Sell	-500	Closed	-$111K	–	108
2020 Q4	$111K	Hold	500	–	–	0.07%	87
2020 Q3	$126K	Buy	+500	New	+$109K	0.09%	76

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Sowa Financial Group's CRM Position: Q1 2021 in Review

Sowa Financial Group sold out of Salesforce (CRM) in Q1 2021, closing a stake of 500 shares — an estimated $111K sold.

Sowa Financial Group first reported a position in CRM in Q3 2020 and held it in 2 quarters. The position peaked at $126K in Q3 2020. 1,984 funds tracked by Wall St. Rank hold CRM as of Q1 2021.

Sowa Financial Group reported no remaining Salesforce position as of Q1 2021 after selling out during the quarter.
Sowa Financial Group sold 500 Salesforce shares in Q1 2021, an estimated $111K.
Sowa Financial Group first reported a position in Salesforce in Q3 2020 and held it in 2 quarters.
Sowa Financial Group's Salesforce position peaked at $126K in Q3 2020.
1,984 funds tracked by Wall St. Rank held Salesforce as of Q1 2021.

Based on Sowa Financial Group's 13F filing for Q1 2021, filed 7 Apr 2021.