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Taylor Hoffman Wealth Management’s Salesforce CRM Stock Holding History

Taylor Hoffman 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
Q3 		– Sell
-39
Closed -$7K – 169
2020
Q2 		$7K Buy
+39
New +$6.57K ﹤0.01% 305
2020
Q1 		– Sell
-94
Closed -$15K – 170
2019
Q4 		$15K Hold
94
– – 0.01% 287
2019
Q3 		$14K Buy
94
+55
+141% +$8.36K 0.01% 284
2019
Q2 		$6K Hold
39
– – ﹤0.01% 319
2019
Q1 		$6K Hold
39
– – ﹤0.01% 315
2018
Q4 		$5K Sell
39
-43
-52% -$5.92K ﹤0.01% 319
2018
Q3 		$13K Hold
82
– – 0.01% 267
2018
Q2 		$11K Hold
82
– – 0.01% 256
2018
Q1 		$10K Hold
82
– – 0.01% 276
2017
Q4 		$8K Buy
+82
New +$8.36K 0.01% 297

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Taylor Hoffman Wealth Management's CRM Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of Salesforce (CRM) in Q3 2020, closing a stake of 39 shares — an estimated $7K sold.

Taylor Hoffman Wealth Management first reported a position in CRM in Q4 2017 and held it in 10 quarters. The position peaked at $15K in Q4 2019. 1,834 funds tracked by Wall St. Rank hold CRM as of Q3 2020.

  • Taylor Hoffman Wealth Management reported no remaining Salesforce position as of Q3 2020 after selling out during the quarter.
  • Taylor Hoffman Wealth Management sold 39 Salesforce shares in Q3 2020, an estimated $7K.
  • Taylor Hoffman Wealth Management first reported a position in Salesforce in Q4 2017 and held it in 10 quarters.
  • Taylor Hoffman Wealth Management's Salesforce position peaked at $15K in Q4 2019.
  • 1,834 funds tracked by Wall St. Rank held Salesforce as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.