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Taylor Wealth Management Partners’s Salesforce CRM Stock Holding History

Taylor Wealth Management Partners’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 		$627K Sell
3,798
-110
-3% -$19.4K 0.36% 43
2022
Q1 		$830K Sell
3,908
-155
-4% -$33.4K 0.34% 48
2021
Q4 		$1.03M Buy
4,063
+381
+10% +$107K 0.36% 43
2021
Q3 		$999K Buy
+3,682
New +$935K 0.36% 50

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Taylor Wealth Management Partners's CRM Position: Q2 2022 in Review

Taylor Wealth Management Partners reduced its Salesforce (CRM) stake by 2.8% in Q2 2022, selling an estimated $19.4K and leaving 3,798 shares worth $627K. The position accounts for 0.36% of the portfolio, ranked #43.

Taylor Wealth Management Partners first reported a position in CRM in Q3 2021 and has held it in 4 quarters since. The position peaked at $1.03M in Q4 2021. 2,137 funds tracked by Wall St. Rank hold CRM as of Q2 2022.

  • Taylor Wealth Management Partners held 3,798 shares of Salesforce worth $627K as of Q2 2022.
  • Taylor Wealth Management Partners sold 110 Salesforce shares in Q2 2022, an estimated $19.4K.
  • Salesforce made up 0.36% of Taylor Wealth Management Partners's portfolio in Q2 2022, its #43 holding.
  • Taylor Wealth Management Partners first reported a position in Salesforce in Q3 2021 and has held it in 4 quarters since.
  • Taylor Wealth Management Partners's Salesforce position peaked at $1.03M in Q4 2021.
  • 2,137 funds tracked by Wall St. Rank held Salesforce as of Q2 2022.

Based on Taylor Wealth Management Partners's 13F filing for Q2 2022, filed 12 Aug 2022.