Walled Lake Planning & Wealth Management’s Salesforce CRM Stock Holding History

Walled Lake Planning & Wealth Management’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 Q4	–	Sell	-161	Closed	-$44K	–	143
2021 Q3	$44K	Buy	161 +1	+0.6%	+$254	0.03%	169
2021 Q2	$39K	Hold	160	–	–	0.03%	167
2021 Q1	$34K	Buy	160 +70	+78%	+$15.6K	0.02%	162
2020 Q4	$20K	Hold	90	–	–	0.02%	177
2020 Q3	$23K	Buy	90 +34	+61%	+$7.44K	0.02%	165
2020 Q2	$10K	Buy	56 +20	+56%	+$3.37K	0.01%	199
2020 Q1	$5K	Hold	36	–	–	﹤0.01%	228
2019 Q4	$6K	Buy	+36	New	+$5.64K	﹤0.01%	225

Other funds holding CRM

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Walled Lake Planning & Wealth Management's CRM Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Salesforce (CRM) in Q4 2021, closing a stake of 161 shares — an estimated $44K sold.

Walled Lake Planning & Wealth Management first reported a position in CRM in Q4 2019 and held it in 8 quarters. The position peaked at $44K in Q3 2021. 2,352 funds tracked by Wall St. Rank hold CRM as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Salesforce position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 161 Salesforce shares in Q4 2021, an estimated $44K.
Walled Lake Planning & Wealth Management first reported a position in Salesforce in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Salesforce position peaked at $44K in Q3 2021.
2,352 funds tracked by Wall St. Rank held Salesforce as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.