SW
CRM icon

StrongBox Wealth’s Salesforce CRM Stock Holding History

StrongBox Wealth’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
-1,574
Closed -$350K – 100
2020
Q4 		$350K Sell
1,574
-536
-25% -$130K 0.23% 72
2020
Q3 		$530K Buy
2,110
+234
+12% +$51.2K 0.39% 54
2020
Q2 		$351K Buy
+1,876
New +$316K 0.32% 64

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

StrongBox Wealth's CRM Position: Q1 2021 in Review

StrongBox Wealth sold out of Salesforce (CRM) in Q1 2021, closing a stake of 1,574 shares — an estimated $350K sold.

StrongBox Wealth first reported a position in CRM in Q2 2020 and held it in 3 quarters. The position peaked at $530K in Q3 2020. 1,983 funds tracked by Wall St. Rank hold CRM as of Q1 2021.

  • StrongBox Wealth reported no remaining Salesforce position as of Q1 2021 after selling out during the quarter.
  • StrongBox Wealth sold 1,574 Salesforce shares in Q1 2021, an estimated $350K.
  • StrongBox Wealth first reported a position in Salesforce in Q2 2020 and held it in 3 quarters.
  • StrongBox Wealth's Salesforce position peaked at $530K in Q3 2020.
  • 1,983 funds tracked by Wall St. Rank held Salesforce as of Q1 2021.

Based on StrongBox Wealth's 13F filing for Q1 2021, filed 28 May 2021.