SFP
CRM icon

Strategic Financial Planning’s Salesforce CRM Stock Holding History

Strategic 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
Q1 		– Sell
-1,049
Closed -$233K – 32
2020
Q4 		$233K Buy
+1,049
New +$255K 0.2% 30

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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Strategic Financial Planning's CRM Position: Q1 2021 in Review

Strategic Financial Planning sold out of Salesforce (CRM) in Q1 2021, closing a stake of 1,049 shares — an estimated $233K sold.

Strategic Financial Planning first reported a position in CRM in Q4 2020 and held it in 1 quarter. The position peaked at $233K in Q4 2020. 1,984 funds tracked by Wall St. Rank hold CRM as of Q1 2021.

  • Strategic Financial Planning reported no remaining Salesforce position as of Q1 2021 after selling out during the quarter.
  • Strategic Financial Planning sold 1,049 Salesforce shares in Q1 2021, an estimated $233K.
  • Strategic Financial Planning first reported a position in Salesforce in Q4 2020 and held it in 1 quarter.
  • Strategic Financial Planning's Salesforce position peaked at $233K in Q4 2020.
  • 1,984 funds tracked by Wall St. Rank held Salesforce as of Q1 2021.

Based on Strategic Financial Planning's 13F filing for Q1 2021, filed 7 May 2021.