SWM
CRM icon

SVA Wealth Management’s Salesforce CRM Stock Holding History

SVA Wealth Management’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
2020
Q4 		$315K Buy
1,415
+483
+52% +$117K 0.03% 196
2020
Q3 		$234K Buy
+932
New +$204K 0.02% 193

Other funds holding CRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SVA Wealth Management's CRM Position: Q4 2020 in Review

SVA Wealth Management increased its Salesforce (CRM) stake by 52% in Q4 2020, buying an estimated $117K and bringing the position to 1,415 shares worth $315K. The position accounts for 0.03% of the portfolio, ranked #196.

SVA Wealth Management first reported a position in CRM in Q3 2020 and has held it in 2 quarters since. 1,991 funds tracked by Wall St. Rank hold CRM as of Q4 2020.

  • SVA Wealth Management held 1,415 shares of Salesforce worth $315K as of Q4 2020.
  • SVA Wealth Management bought 483 Salesforce shares in Q4 2020, an estimated $117K.
  • Salesforce made up 0.03% of SVA Wealth Management's portfolio in Q4 2020, its #196 holding.
  • SVA Wealth Management first reported a position in Salesforce in Q3 2020 and has held it in 2 quarters since.
  • 1,991 funds tracked by Wall St. Rank held Salesforce as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.