Strategic Wealth Management Group’s Salesforce CRM Stock Holding History

Strategic Wealth Management 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 Q2	$1.27M	Sell	5,194 -96	-2%	-$22.1K	0.46%	32
2021 Q1	$1.12M	Sell	5,290 -25	-0.5%	-$5.57K	0.43%	29
2020 Q4	$1.18M	Sell	5,315 -138	-3%	-$33.6K	0.51%	27
2020 Q3	$1.37M	Buy	5,453 +156	+3%	+$34.1K	0.67%	25
2020 Q2	$992K	Buy	5,297 +9	+0.2%	+$1.52K	0.59%	27
2020 Q1	$761K	Sell	5,288 -42	-0.8%	-$7.2K	0.57%	28
2019 Q4	$867K	Buy	5,330 +25	+0.5%	+$3.92K	0.56%	29
2019 Q3	$787K	Sell	5,305 -175	-3%	-$26.6K	0.57%	31
2019 Q2	$831K	Sell	5,480 -12	-0.2%	-$1.88K	0.63%	29
2019 Q1	$870K	Sell	5,492 -12	-0.2%	-$1.86K	0.71%	26
2018 Q4	$754K	Buy	+5,504	New	+$757K	0.72%	27

Other funds holding CRM

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

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

Strategic Wealth Management Group's CRM Position: Q2 2021 in Review

Strategic Wealth Management Group reduced its Salesforce (CRM) stake by 1.8% in Q2 2021, selling an estimated $22.1K and leaving 5,194 shares worth $1.27M. The position accounts for 0.46% of the portfolio, ranked #32.

Strategic Wealth Management Group first reported a position in CRM in Q4 2018 and has held it in 11 quarters since. The position peaked at $1.37M in Q3 2020. 2,066 funds tracked by Wall St. Rank hold CRM as of Q2 2021.

Strategic Wealth Management Group held 5,194 shares of Salesforce worth $1.27M as of Q2 2021.
Strategic Wealth Management Group sold 96 Salesforce shares in Q2 2021, an estimated $22.1K.
Salesforce made up 0.46% of Strategic Wealth Management Group's portfolio in Q2 2021, its #32 holding.
Strategic Wealth Management Group first reported a position in Salesforce in Q4 2018 and has held it in 11 quarters since.
Strategic Wealth Management Group's Salesforce position peaked at $1.37M in Q3 2020.
2,066 funds tracked by Wall St. Rank held Salesforce as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.