Ten Capital Wealth Advisors’s Salesforce CRM Stock Holding History

Ten Capital Wealth Advisors’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	$327K	Buy	1,552 +177	+13%	+$36.1K	0.09%	90
2023 Q1	$275K	Buy	1,375 +1,296	+1,641%	+$219K	0.09%	85
2022 Q4	$10.5K	Sell	79 -170	-68%	-$24.8K	﹤0.01%	303
2022 Q3	$36K	Hold	249	–	–	0.02%	175
2022 Q2	$41K	Sell	249 -50	-17%	-$8.84K	0.02%	159
2022 Q1	$63K	Sell	299 -30	-9%	-$6.46K	0.03%	135
2021 Q4	$84K	Buy	329 +125	+61%	+$35.1K	0.03%	101
2021 Q3	$55K	Sell	204 -13	-6%	-$3.3K	0.03%	125
2021 Q2	$53K	Buy	217 +30	+16%	+$6.91K	0.01%	179
2021 Q1	$39K	Hold	187	–	–	0.01%	183
2020 Q4	$42K	Buy	+187	New	+$45.5K	0.01%	176

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ten Capital Wealth Advisors's CRM Position: Q2 2023 in Review

Ten Capital Wealth Advisors increased its Salesforce (CRM) stake by 13% in Q2 2023, buying an estimated $36.1K and bringing the position to 1,552 shares worth $327K. The position accounts for 0.09% of the portfolio, ranked #90.

Ten Capital Wealth Advisors first reported a position in CRM in Q4 2020 and has held it in 11 quarters since. 2,293 funds tracked by Wall St. Rank hold CRM as of Q2 2023.

Ten Capital Wealth Advisors held 1,552 shares of Salesforce worth $327K as of Q2 2023.
Ten Capital Wealth Advisors bought 177 Salesforce shares in Q2 2023, an estimated $36.1K.
Salesforce made up 0.09% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #90 holding.
Ten Capital Wealth Advisors first reported a position in Salesforce in Q4 2020 and has held it in 11 quarters since.
2,293 funds tracked by Wall St. Rank held Salesforce as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.