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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 – 227
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

WealthPLAN Partners's CRM Position: Q3 2023 in Review

WealthPLAN Partners sold out of Salesforce (CRM) in Q3 2023, closing a stake of 258 shares — an estimated $54.5K sold.

WealthPLAN Partners first reported a position in CRM in Q1 2015 and held it in 16 quarters. The position peaked at $349K in Q3 2020. 2,287 funds tracked by Wall St. Rank hold CRM as of Q3 2023.

  • WealthPLAN Partners reported no remaining Salesforce position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 258 Salesforce shares in Q3 2023, an estimated $54.5K.
  • WealthPLAN Partners first reported a position in Salesforce in Q1 2015 and held it in 16 quarters.
  • WealthPLAN Partners's Salesforce position peaked at $349K in Q3 2020.
  • 2,287 funds tracked by Wall St. Rank held Salesforce as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.