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TrueWealth LLC’s Salesforce CRM Stock Holding History

TrueWealth LLC’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
Q2 		$167K Hold
894
– – 0.07% 152
2020
Q1 		$129K Hold
894
– – 0.06% 165
2019
Q4 		$145K Buy
894
+22
+3% +$3.45K 0.06% 168
2019
Q3 		$129K Hold
872
– – 0.06% 176
2019
Q2 		$132K Sell
872
-300
-26% -$47K 0.06% 171
2019
Q1 		$186K Hold
1,172
– – 0.09% 142
2018
Q4 		$161K Buy
1,172
+300
+34% +$41.3K 0.08% 145
2018
Q3 		$139K Hold
872
– – 0.06% 168
2018
Q2 		$119K Hold
872
– – 0.06% 183
2018
Q1 		$101K Sell
872
-431
-33% -$49.5K 0.05% 187
2017
Q4 		$133K Buy
+1,303
New +$133K 0.06% 178

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

TrueWealth LLC's CRM Position: Q2 2020 in Review

TrueWealth LLC held its Salesforce (CRM) position steady in Q2 2020 at 894 shares worth $167K. The position accounts for 0.07% of the portfolio, ranked #152.

TrueWealth LLC first reported a position in CRM in Q4 2017 and has held it in 11 quarters since. The position peaked at $186K in Q1 2019. 1,704 funds tracked by Wall St. Rank hold CRM as of Q2 2020.

  • TrueWealth LLC held 894 shares of Salesforce worth $167K as of Q2 2020.
  • TrueWealth LLC left its Salesforce share count unchanged in Q2 2020.
  • Salesforce made up 0.07% of TrueWealth LLC's portfolio in Q2 2020, its #152 holding.
  • TrueWealth LLC first reported a position in Salesforce in Q4 2017 and has held it in 11 quarters since.
  • TrueWealth LLC's Salesforce position peaked at $186K in Q1 2019.
  • 1,704 funds tracked by Wall St. Rank held Salesforce as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.