Vontobel Swiss Wealth Advisors’s Salesforce CRM Stock Holding History

Vontobel Swiss 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
2021 Q2	$710K	Buy	2,907 +965	+50%	+$222K	0.36%	39
2021 Q1	$411K	Buy	1,942 +215	+12%	+$47.9K	0.23%	50
2020 Q4	$384K	Buy	1,727 +163	+10%	+$39.6K	0.22%	51
2020 Q3	$393K	Sell	1,564 -61	-4%	-$13.4K	0.27%	45
2020 Q2	$304K	Sell	1,625 -342	-17%	-$57.6K	0.2%	58
2020 Q1	$283K	Sell	1,967 -642	-25%	-$110K	0.22%	67
2019 Q4	$424K	Buy	2,609 +144	+6%	+$22.6K	0.28%	68
2019 Q3	$366K	Sell	2,465 -377	-13%	-$57.3K	0.24%	76
2019 Q2	$431K	Buy	+2,842	New	+$445K	0.23%	84

Other funds holding CRM

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Vontobel Swiss Wealth Advisors's CRM Position: Q2 2021 in Review

Vontobel Swiss Wealth Advisors increased its Salesforce (CRM) stake by 50% in Q2 2021, buying an estimated $222K and bringing the position to 2,907 shares worth $710K. The position accounts for 0.36% of the portfolio, ranked #39.

Vontobel Swiss Wealth Advisors first reported a position in CRM in Q2 2019 and has held it in 9 quarters since. 2,066 funds tracked by Wall St. Rank hold CRM as of Q2 2021.

Vontobel Swiss Wealth Advisors held 2,907 shares of Salesforce worth $710K as of Q2 2021.
Vontobel Swiss Wealth Advisors bought 965 Salesforce shares in Q2 2021, an estimated $222K.
Salesforce made up 0.36% of Vontobel Swiss Wealth Advisors's portfolio in Q2 2021, its #39 holding.
Vontobel Swiss Wealth Advisors first reported a position in Salesforce in Q2 2019 and has held it in 9 quarters since.
2,066 funds tracked by Wall St. Rank held Salesforce as of Q2 2021.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.