Waypoint Capital Advisors’s Salesforce CRM Stock Holding History

Waypoint Capital 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
2022 Q1	–	Sell	-794	Closed	-$202K	–	121
2021 Q4	$202K	Buy	+794	New	+$223K	0.14%	95

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Waypoint Capital Advisors's CRM Position: Q1 2022 in Review

Waypoint Capital Advisors sold out of Salesforce (CRM) in Q1 2022, closing a stake of 794 shares — an estimated $202K sold.

Waypoint Capital Advisors first reported a position in CRM in Q4 2021 and held it in 1 quarter. The position peaked at $202K in Q4 2021. 2,278 funds tracked by Wall St. Rank hold CRM as of Q1 2022.

Waypoint Capital Advisors reported no remaining Salesforce position as of Q1 2022 after selling out during the quarter.
Waypoint Capital Advisors sold 794 Salesforce shares in Q1 2022, an estimated $202K.
Waypoint Capital Advisors first reported a position in Salesforce in Q4 2021 and held it in 1 quarter.
Waypoint Capital Advisors's Salesforce position peaked at $202K in Q4 2021.
2,278 funds tracked by Wall St. Rank held Salesforce as of Q1 2022.

Based on Waypoint Capital Advisors's 13F filing for Q1 2022, filed 19 Apr 2022.