WCM
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Wealthcare Capital Management’s Salesforce CRM Stock Holding History

Wealthcare Capital Management’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
Q2 		– Sell
-146
Closed -$31K – 197
2021
Q1 		$31K Buy
+146
New +$32.5K ﹤0.01% 183
2020
Q2 		– Sell
-24
Closed -$3K – 87
2020
Q1 		$3K Sell
24
-35
-59% -$6K ﹤0.01% 205
2019
Q4 		$10K Buy
+59
New +$9.25K ﹤0.01% 187
2015
Q2 		– Sell
-95
Closed -$6K – 485
2015
Q1 		$6K Buy
+95
New +$5.89K ﹤0.01% 584

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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wealthcare Capital Management's CRM Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Salesforce (CRM) in Q2 2021, closing a stake of 146 shares — an estimated $31K sold.

Wealthcare Capital Management first reported a position in CRM in Q1 2015 and held it in 4 quarters. The position peaked at $31K in Q1 2021. 2,066 funds tracked by Wall St. Rank hold CRM as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Salesforce position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 146 Salesforce shares in Q2 2021, an estimated $31K.
  • Wealthcare Capital Management first reported a position in Salesforce in Q1 2015 and held it in 4 quarters.
  • Wealthcare Capital Management's Salesforce position peaked at $31K in Q1 2021.
  • 2,066 funds tracked by Wall St. Rank held Salesforce as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.