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	-2,400	Closed	-$50K	–	103
2020 Q4	$50K	Buy	2,400 +2,200	+1,100%	+$535K	0.02%	74
2020 Q3	$15K	Buy	+200	New	+$43.8K	0.01%	78

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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.