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WealthPlan Investment Management’s Salesforce CRM Stock Holding History

WealthPlan Investment 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
2023
Q2 		– Sell
-224
Closed -$44.8K – 390
2023
Q1 		$44.8K Buy
+224
New +$37.8K 0.01% 253
2022
Q1 		$231K Buy
+1,311
New +$282K 0.02% 356

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WealthPlan Investment Management's CRM Position: Q2 2023 in Review

WealthPlan Investment Management sold out of Salesforce (CRM) in Q2 2023, closing a stake of 224 shares — an estimated $44.8K sold.

WealthPlan Investment Management first reported a position in CRM in Q1 2022 and held it in 2 quarters. The position peaked at $231K in Q1 2022. 2,294 funds tracked by Wall St. Rank hold CRM as of Q2 2023.

  • WealthPlan Investment Management reported no remaining Salesforce position as of Q2 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 224 Salesforce shares in Q2 2023, an estimated $44.8K.
  • WealthPlan Investment Management first reported a position in Salesforce in Q1 2022 and held it in 2 quarters.
  • WealthPlan Investment Management's Salesforce position peaked at $231K in Q1 2022.
  • 2,294 funds tracked by Wall St. Rank held Salesforce as of Q2 2023.

Based on WealthPlan Investment Management's 13F filing for Q2 2023, filed 25 Jul 2023.