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Wealthspire Advisors (Maryland)’s Salesforce CRM Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$3.82M Buy
15,182
+8,613
+131% +$1.89M 0.13% 84
2020
Q2 		$1.23M Buy
6,569
+1,219
+23% +$205K 0.09% 137
2020
Q1 		$770K Buy
5,350
+371
+7% +$63.6K 0.07% 177
2019
Q4 		$810K Buy
4,979
+663
+15% +$104K 0.05% 199
2019
Q3 		$641K Buy
4,316
+222
+5% +$33.7K 0.05% 217
2019
Q2 		$621K Sell
4,094
-50
-1% -$7.84K 0.05% 220
2019
Q1 		$656K Buy
4,144
+161
+4% +$25K 0.05% 207
2018
Q4 		$546K Buy
3,983
+72
+2% +$9.9K 0.05% 205
2018
Q3 		$622K Buy
3,911
+275
+8% +$40.8K 0.05% 205
2018
Q2 		$496K Buy
3,636
+150
+4% +$19.1K 0.04% 240
2018
Q1 		$405K Sell
3,486
-234
-6% -$26.9K 0.04% 290
2017
Q4 		$380K Buy
3,720
+364
+11% +$37.1K 0.04% 319
2017
Q3 		$314K Buy
3,356
+76
+2% +$6.99K 0.03% 351
2017
Q2 		$284K Buy
3,280
+442
+16% +$38.5K 0.03% 353
2017
Q1 		$234K Sell
2,838
-5,651
-67% -$451K 0.03% 349
2016
Q4 		$581K Buy
8,489
+138
+2% +$10K 0.09% 148
2016
Q3 		$596K Sell
8,351
-127
-1% -$9.9K 0.09% 150
2016
Q2 		$673K Buy
8,478
+591
+7% +$46.4K 0.11% 132
2016
Q1 		$582K Sell
7,887
-206
-3% -$14.2K 0.1% 138
2015
Q4 		$634K Buy
+8,093
New +$632K 0.12% 124

Other funds holding CRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CRM Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Salesforce (CRM) stake by 131% in Q3 2020, buying an estimated $1.89M and bringing the position to 15,182 shares worth $3.82M. The position accounts for 0.13% of the portfolio, ranked #84.

Wealthspire Advisors (Maryland) first reported a position in CRM in Q4 2015 and has held it in 20 quarters since. 1,834 funds tracked by Wall St. Rank hold CRM as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 15,182 shares of Salesforce worth $3.82M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 8,613 Salesforce shares in Q3 2020, an estimated $1.89M.
  • Salesforce made up 0.13% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #84 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Salesforce in Q4 2015 and has held it in 20 quarters since.
  • 1,834 funds tracked by Wall St. Rank held Salesforce as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.