SWRP
CRM icon

Summit Wealth & Retirement Planning’s Salesforce CRM Stock Holding History

Summit Wealth & Retirement 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
2023
Q2 		– Sell
-1,851
Closed -$370K – 64
2023
Q1 		$370K Sell
1,851
-1,157
-38% -$195K 0.14% 67
2022
Q4 		$399K Sell
3,008
-200
-6% -$29.2K 0.16% 74
2022
Q3 		$461K Hold
3,208
– – 0.18% 66
2022
Q2 		$529K Sell
3,208
-55
-2% -$9.72K 0.2% 64
2022
Q1 		$693K Sell
3,263
-135
-4% -$29.1K 0.24% 56
2021
Q4 		$864K Sell
3,398
-218
-6% -$61.3K 0.3% 48
2021
Q3 		$981K Buy
3,616
+78
+2% +$19.8K 0.36% 43
2021
Q2 		$864K Sell
3,538
-165
-4% -$38K 0.32% 48
2021
Q1 		$785K Sell
3,703
-55
-1% -$12.2K 0.29% 54
2020
Q4 		$836K Buy
3,758
+25
+0.7% +$6.08K 0.32% 60
2020
Q3 		$938K Sell
3,733
-45
-1% -$9.85K 0.4% 43
2020
Q2 		$708K Sell
3,778
-230
-6% -$38.8K 0.33% 57
2020
Q1 		$577K Sell
4,008
-75
-2% -$12.9K 0.31% 62
2019
Q4 		$664K Sell
4,083
-104
-2% -$16.3K 0.3% 69
2019
Q3 		$622K Buy
+4,187
New +$636K 0.38% 61

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Summit Wealth & Retirement Planning's CRM Position: Q2 2023 in Review

Summit Wealth & Retirement Planning sold out of Salesforce (CRM) in Q2 2023, closing a stake of 1,851 shares — an estimated $370K sold.

Summit Wealth & Retirement Planning first reported a position in CRM in Q3 2019 and held it in 15 quarters. The position peaked at $981K in Q3 2021. 2,293 funds tracked by Wall St. Rank hold CRM as of Q2 2023.

  • Summit Wealth & Retirement Planning reported no remaining Salesforce position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 1,851 Salesforce shares in Q2 2023, an estimated $370K.
  • Summit Wealth & Retirement Planning first reported a position in Salesforce in Q3 2019 and held it in 15 quarters.
  • Summit Wealth & Retirement Planning's Salesforce position peaked at $981K in Q3 2021.
  • 2,293 funds tracked by Wall St. Rank held Salesforce as of Q2 2023.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2023, filed 26 Jul 2023.