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WealthStone’s Salesforce CRM Stock Holding History

WealthStone’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
Q1 		$907K Sell
4,285
-66
-2% -$14.7K 0.32% 50
2020
Q4 		$968K Buy
4,351
+3
+0.1% +$730 0.34% 40
2020
Q3 		$1.09M Sell
4,348
-415
-9% -$90.8K 0.5% 30
2020
Q2 		$892K Buy
+4,763
New +$803K 0.43% 32
2019
Q3 		– Sell
-131
Closed -$19.9K – 185
2019
Q2 		$19.9K Buy
+131
New +$20.5K 0.01% 216

Other funds holding CRM

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

WealthStone's CRM Position: Q1 2021 in Review

WealthStone reduced its Salesforce (CRM) stake by 1.5% in Q1 2021, selling an estimated $14.7K and leaving 4,285 shares worth $907K. The position accounts for 0.32% of the portfolio, ranked #50.

WealthStone first reported a position in CRM in Q2 2019 and has held it in 5 quarters since. The position peaked at $1.09M in Q3 2020. 1,983 funds tracked by Wall St. Rank hold CRM as of Q1 2021.

  • WealthStone held 4,285 shares of Salesforce worth $907K as of Q1 2021.
  • WealthStone sold 66 Salesforce shares in Q1 2021, an estimated $14.7K.
  • Salesforce made up 0.32% of WealthStone's portfolio in Q1 2021, its #50 holding.
  • WealthStone first reported a position in Salesforce in Q2 2019 and has held it in 5 quarters since.
  • WealthStone's Salesforce position peaked at $1.09M in Q3 2020.
  • 1,983 funds tracked by Wall St. Rank held Salesforce as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.