Wealth Advisory Solutions’s Salesforce CRM Stock Holding History

Wealth Advisory Solutions’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 Q3	$205K	Buy	+756	New	+$192K	0.05%	176

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Wealth Advisory Solutions's CRM Position: Q3 2021 in Review

Wealth Advisory Solutions opened a new position in Salesforce (CRM) in Q3 2021: 756 shares worth $205K. The stake represents 0.05% of the portfolio and ranks #176 among its holdings.

2,179 funds tracked by Wall St. Rank hold CRM as of Q3 2021.

Wealth Advisory Solutions held 756 shares of Salesforce worth $205K as of Q3 2021.
Salesforce was a new Wealth Advisory Solutions position in Q3 2021.
Salesforce made up 0.05% of Wealth Advisory Solutions's portfolio in Q3 2021, its #176 holding.
2,179 funds tracked by Wall St. Rank held Salesforce as of Q3 2021.

Based on Wealth Advisory Solutions's 13F filing for Q3 2021, filed 3 Nov 2021.