WKWM
CRM icon

Walter & Keenan Wealth Management’s Salesforce CRM Stock Holding History

Walter & Keenan 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
2020
Q2 		– Sell
-1,086
Closed -$1.35M – 154
2020
Q1 		$1.35M Buy
+1,086
New +$186K 0.54% 29

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

Walter & Keenan Wealth Management's CRM Position: Q2 2020 in Review

Walter & Keenan Wealth Management sold out of Salesforce (CRM) in Q2 2020, closing a stake of 1,086 shares — an estimated $1.35M sold.

Walter & Keenan Wealth Management first reported a position in CRM in Q1 2020 and held it in 1 quarter. The position peaked at $1.35M in Q1 2020. 1,704 funds tracked by Wall St. Rank hold CRM as of Q2 2020.

  • Walter & Keenan Wealth Management reported no remaining Salesforce position as of Q2 2020 after selling out during the quarter.
  • Walter & Keenan Wealth Management sold 1,086 Salesforce shares in Q2 2020, an estimated $1.35M.
  • Walter & Keenan Wealth Management first reported a position in Salesforce in Q1 2020 and held it in 1 quarter.
  • Walter & Keenan Wealth Management's Salesforce position peaked at $1.35M in Q1 2020.
  • 1,704 funds tracked by Wall St. Rank held Salesforce as of Q2 2020.

Based on Walter & Keenan Wealth Management's 13F filing for Q2 2020, filed 16 Jul 2020.