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Treybourne Wealth Planners’s Salesforce CRM Stock Holding History

Treybourne Wealth Planners’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
2021
Q2 		$292K Buy
1,194
+13
+1% +$3K 0.18% 38
2021
Q1 		$250K Sell
1,181
-21
-2% -$4.67K 0.17% 36
2020
Q4 		$267K Buy
+1,202
New +$292K 0.19% 35

Other funds holding CRM

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Treybourne Wealth Planners's CRM Position: Q2 2021 in Review

Treybourne Wealth Planners increased its Salesforce (CRM) stake by 1.1% in Q2 2021, buying an estimated $3K and bringing the position to 1,194 shares worth $292K. The position accounts for 0.18% of the portfolio, ranked #38.

Treybourne Wealth Planners first reported a position in CRM in Q4 2020 and has held it in 3 quarters since. 2,066 funds tracked by Wall St. Rank hold CRM as of Q2 2021.

  • Treybourne Wealth Planners held 1,194 shares of Salesforce worth $292K as of Q2 2021.
  • Treybourne Wealth Planners bought 13 Salesforce shares in Q2 2021, an estimated $3K.
  • Salesforce made up 0.18% of Treybourne Wealth Planners's portfolio in Q2 2021, its #38 holding.
  • Treybourne Wealth Planners first reported a position in Salesforce in Q4 2020 and has held it in 3 quarters since.
  • 2,066 funds tracked by Wall St. Rank held Salesforce as of Q2 2021.

Based on Treybourne Wealth Planners's 13F filing for Q2 2021, filed 29 Jul 2021.