SFP
CRM icon

Sterling Financial Planning’s Salesforce CRM Stock Holding History

Sterling Financial Planning’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
-66
Closed -$18K – 161
2021
Q3 		$18K Hold
66
– – 0.01% 269
2021
Q2 		$16K Hold
66
– – 0.01% 266
2021
Q1 		$14K Hold
66
– – 0.01% 249
2020
Q4 		$15K Buy
+66
New +$16.1K 0.01% 235

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

Sterling Financial Planning's CRM Position: Q4 2021 in Review

Sterling Financial Planning sold out of Salesforce (CRM) in Q4 2021, closing a stake of 66 shares — an estimated $18K sold.

Sterling Financial Planning first reported a position in CRM in Q4 2020 and held it in 4 quarters. The position peaked at $18K in Q3 2021. 2,351 funds tracked by Wall St. Rank hold CRM as of Q4 2021.

  • Sterling Financial Planning reported no remaining Salesforce position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 66 Salesforce shares in Q4 2021, an estimated $18K.
  • Sterling Financial Planning first reported a position in Salesforce in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Salesforce position peaked at $18K in Q3 2021.
  • 2,351 funds tracked by Wall St. Rank held Salesforce as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.