WQ
CRM icon

Wealth Quarterback’s Salesforce CRM Stock Holding History

Wealth Quarterback’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 		$45K Buy
165
+19
+13% +$4.83K 0.03% 251
2021
Q2 		$36K Buy
+146
New +$33.6K 0.02% 275
2020
Q2 		– Sell
-229
Closed -$33K – 241
2020
Q1 		$33K Sell
229
-19,019
-99% -$3.26M 0.03% 274
2019
Q4 		$56.4K Buy
+19,248
New +$3.02M 0.05% 225

Other funds holding CRM

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wealth Quarterback's CRM Position: Q3 2021 in Review

Wealth Quarterback increased its Salesforce (CRM) stake by 13% in Q3 2021, buying an estimated $4.83K and bringing the position to 165 shares worth $45K. The position accounts for 0.03% of the portfolio, ranked #251.

Wealth Quarterback first reported a position in CRM in Q4 2019 and has held it in 4 quarters since. The position peaked at $56.4K in Q4 2019. 2,179 funds tracked by Wall St. Rank hold CRM as of Q3 2021.

  • Wealth Quarterback held 165 shares of Salesforce worth $45K as of Q3 2021.
  • Wealth Quarterback bought 19 Salesforce shares in Q3 2021, an estimated $4.83K.
  • Salesforce made up 0.03% of Wealth Quarterback's portfolio in Q3 2021, its #251 holding.
  • Wealth Quarterback first reported a position in Salesforce in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's Salesforce position peaked at $56.4K in Q4 2019.
  • 2,179 funds tracked by Wall St. Rank held Salesforce as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.