WIA
CRM icon

Wealthstreet Investment Advisors’s Salesforce CRM Stock Holding History

Wealthstreet Investment Advisors’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
2022
Q1 		$62K Hold
290
– – 1.67% 18
2021
Q4 		$74K Hold
290
– – 1.83% 17
2021
Q3 		$79K Sell
290
-1,050
-78% -$267K 2.18% 17
2021
Q2 		$327K Sell
1,340
-16,827
-93% -$3.88M 1.7% 19
2021
Q1 		$3.85M Buy
18,167
+102
+0.6% +$22.7K 0.38% 66
2020
Q4 		$4.02M Buy
18,065
+5,085
+39% +$1.24M 0.41% 60
2020
Q3 		$3.26M Hold
12,980
– – 0.36% 64
2020
Q2 		$2.43M Buy
12,980
+50
+0.4% +$8.43K 0.3% 80
2020
Q1 		$1.86M Sell
12,930
-990
-7% -$170K 0.28% 87
2019
Q4 		$2.26M Buy
13,920
+20
+0.1% +$3.13K 0.26% 92
2019
Q3 		$2.16M Buy
13,900
+2,570
+23% +$391K 0.28% 86
2019
Q2 		$1.72M Buy
11,330
+900
+9% +$141K 0.22% 105
2019
Q1 		$1.65M Hold
10,430
– – 0.22% 108
2018
Q4 		$1.54M Sell
10,430
-1,300
-11% -$179K 0.22% 105
2018
Q3 		$1.86M Sell
11,730
-240
-2% -$35.6K 0.23% 97
2018
Q2 		$1.63M Sell
11,970
-11,460
-49% -$1.46M 0.22% 111
2018
Q1 		$2.73M Sell
23,430
-2,150
-8% -$247K 0.34% 72
2017
Q4 		$2.62M Buy
+25,580
New +$2.61M 0.32% 77

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wealthstreet Investment Advisors's CRM Position: Q1 2022 in Review

Wealthstreet Investment Advisors held its Salesforce (CRM) position steady in Q1 2022 at 290 shares worth $62K. The position accounts for 1.67% of the portfolio, ranked #18.

Wealthstreet Investment Advisors first reported a position in CRM in Q4 2017 and has held it in 18 quarters since. The position peaked at $4.02M in Q4 2020. 2,274 funds tracked by Wall St. Rank hold CRM as of Q1 2022.

  • Wealthstreet Investment Advisors held 290 shares of Salesforce worth $62K as of Q1 2022.
  • Wealthstreet Investment Advisors left its Salesforce share count unchanged in Q1 2022.
  • Salesforce made up 1.67% of Wealthstreet Investment Advisors's portfolio in Q1 2022, its #18 holding.
  • Wealthstreet Investment Advisors first reported a position in Salesforce in Q4 2017 and has held it in 18 quarters since.
  • Wealthstreet Investment Advisors's Salesforce position peaked at $4.02M in Q4 2020.
  • 2,274 funds tracked by Wall St. Rank held Salesforce as of Q1 2022.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.