WFO
CRM icon

Wealthgate Family Office’s Salesforce CRM Stock Holding History

Wealthgate Family Office’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
-2,623
Closed -$556K – 21
2021
Q1 		$556K Sell
2,623
-1,106
-30% -$246K 0.76% 20
2020
Q4 		$830K Buy
+3,729
New +$907K 1.24% 12

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

Wealthgate Family Office's CRM Position: Q2 2021 in Review

Wealthgate Family Office sold out of Salesforce (CRM) in Q2 2021, closing a stake of 2,623 shares — an estimated $556K sold.

Wealthgate Family Office first reported a position in CRM in Q4 2020 and held it in 2 quarters. The position peaked at $830K in Q4 2020. 2,067 funds tracked by Wall St. Rank hold CRM as of Q2 2021.

  • Wealthgate Family Office reported no remaining Salesforce position as of Q2 2021 after selling out during the quarter.
  • Wealthgate Family Office sold 2,623 Salesforce shares in Q2 2021, an estimated $556K.
  • Wealthgate Family Office first reported a position in Salesforce in Q4 2020 and held it in 2 quarters.
  • Wealthgate Family Office's Salesforce position peaked at $830K in Q4 2020.
  • 2,067 funds tracked by Wall St. Rank held Salesforce as of Q2 2021.

Based on Wealthgate Family Office's 13F filing for Q2 2021, filed 11 Aug 2021.