Stuart Chaussee & Associates’s Salesforce CRM Stock Holding History

Stuart Chaussee & Associates’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
2022 Q2	–	Sell	-91	Closed	-$19K	–	160
2022 Q1	$19K	Hold	91	–	–	0.01%	85
2021 Q4	$23K	Hold	91	–	–	0.01%	75
2021 Q3	$25K	Hold	91	–	–	0.04%	52
2021 Q2	$22K	Sell	91 -19	-17%	-$4.38K	0.01%	64
2021 Q1	$23K	Buy	110 +91	+479%	+$20.3K	0.01%	73
2020 Q4	$4K	Hold	19	–	–	﹤0.01%	81
2020 Q3	$5K	Hold	19	–	–	﹤0.01%	80
2020 Q2	$4K	Hold	19	–	–	﹤0.01%	67
2020 Q1	$3K	Hold	19	–	–	﹤0.01%	63
2019 Q4	$3K	Hold	19	–	–	﹤0.01%	104
2019 Q3	$3K	Hold	19	–	–	﹤0.01%	106
2019 Q2	$3K	Hold	19	–	–	﹤0.01%	107
2019 Q1	$3K	Hold	19	–	–	﹤0.01%	104
2018 Q4	$3K	Hold	19	–	–	﹤0.01%	90
2018 Q3	$3K	Hold	19	–	–	﹤0.01%	107
2018 Q2	$3K	Hold	19	–	–	﹤0.01%	111
2018 Q1	$2K	Buy	+19	New	+$2.18K	0.01%	85

Other funds holding CRM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Stuart Chaussee & Associates's CRM Position: Q2 2022 in Review

Stuart Chaussee & Associates sold out of Salesforce (CRM) in Q2 2022, closing a stake of 91 shares — an estimated $19K sold.

Stuart Chaussee & Associates first reported a position in CRM in Q1 2018 and held it in 17 quarters. The position peaked at $25K in Q3 2021. 2,136 funds tracked by Wall St. Rank hold CRM as of Q2 2022.

Stuart Chaussee & Associates reported no remaining Salesforce position as of Q2 2022 after selling out during the quarter.
Stuart Chaussee & Associates sold 91 Salesforce shares in Q2 2022, an estimated $19K.
Stuart Chaussee & Associates first reported a position in Salesforce in Q1 2018 and held it in 17 quarters.
Stuart Chaussee & Associates's Salesforce position peaked at $25K in Q3 2021.
2,136 funds tracked by Wall St. Rank held Salesforce as of Q2 2022.

Based on Stuart Chaussee & Associates's 13F filing for Q2 2022, filed 15 Jul 2022.