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Wealth Advisors’s Salesforce CRM Stock Holding History

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
Q1 		– Sell
-2,200
Closed -$490K – 104
2020
Q4 		$490K Buy
2,200
+200
+10% +$48.6K 0.22% 49
2020
Q3 		$520K Hold
2,000
– – 0.24% 44
2020
Q2 		$395K Hold
2,000
– – 0.21% 48
2020
Q1 		$314K Sell
2,000
-2,000
-50% -$343K 0.21% 50
2019
Q4 		$764K Buy
+4,000
New +$627K 0.44% 34

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wealth Advisors's CRM Position: Q1 2021 in Review

Wealth Advisors sold out of Salesforce (CRM) in Q1 2021, closing a stake of 2,200 shares — an estimated $490K sold.

Wealth Advisors first reported a position in CRM in Q4 2019 and held it in 5 quarters. The position peaked at $764K in Q4 2019. 1,983 funds tracked by Wall St. Rank hold CRM as of Q1 2021.

  • Wealth Advisors reported no remaining Salesforce position as of Q1 2021 after selling out during the quarter.
  • Wealth Advisors sold 2,200 Salesforce shares in Q1 2021, an estimated $490K.
  • Wealth Advisors first reported a position in Salesforce in Q4 2019 and held it in 5 quarters.
  • Wealth Advisors's Salesforce position peaked at $764K in Q4 2019.
  • 1,983 funds tracked by Wall St. Rank held Salesforce as of Q1 2021.

Based on Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.