WealthPLAN Partners’s Salesforce CRM Stock Holding History

WealthPLAN Partners’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 Q3	–	Sell	-258	Closed	-$54.5K	–	466
2023 Q2	$54.5K	Sell	258 -100	-28%	-$20.4K	0.01%	492
2023 Q1	$71.5K	Buy	+358	New	+$60.5K	0.01%	490
2022 Q1	$231K	Buy	1,311 +241	+23%	+$51.9K	0.02%	356
2021 Q4	$249K	Sell	1,070 -51	-5%	-$14.3K	0.02%	345
2021 Q3	$299K	Sell	1,121 -41	-4%	-$10.4K	0.02%	313
2021 Q2	$282K	Buy	1,162 +15	+1%	+$3.46K	0.02%	301
2021 Q1	$249K	Sell	1,147 -39	-3%	-$8.68K	0.02%	292
2020 Q4	$282K	Sell	1,186 -215	-15%	-$52.3K	0.02%	278
2020 Q3	$349K	Sell	1,401 -154	-10%	-$33.7K	0.03%	234
2020 Q2	$303K	Buy	+1,555	New	+$262K	0.03%	236
2017 Q2	–	Sell	-224	Closed	-$19.1K	–	228
2017 Q1	$19.1K	Buy	+224	New	+$17.9K	0.07%	195
2016 Q3	$29.3K	Sell	404 -224	-36%	-$17.5K	0.01%	415
2016 Q2	$32.1K	Buy	+628	New	+$49.3K	﹤0.01%	1134
2015 Q4	$54.3K	Buy	+1,816	New	+$142K	0.01%	597
2015 Q2	$42K	Sell	600 -80	-12%	-$5.7K	0.02%	190
2015 Q1	$45K	Buy	+680	New	+$42.2K	0.02%	249

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fisher Asset Management

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