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Weik Capital Management’s Salesforce CRM Stock Holding History

Weik Capital Management’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
Q2 		– Sell
-1,040
Closed -$221K – 107
2022
Q1 		$221K Sell
1,040
-495
-32% -$107K 0.09% 107
2021
Q4 		$390K Buy
1,535
+185
+14% +$52K 0.15% 89
2021
Q3 		$366K Sell
1,350
-5
-0.4% -$1.27K 0.15% 92
2021
Q2 		$331K Buy
+1,355
New +$312K 0.13% 101

Other funds holding CRM

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Weik Capital Management's CRM Position: Q2 2022 in Review

Weik Capital Management sold out of Salesforce (CRM) in Q2 2022, closing a stake of 1,040 shares — an estimated $221K sold.

Weik Capital Management first reported a position in CRM in Q2 2021 and held it in 4 quarters. The position peaked at $390K in Q4 2021. 2,137 funds tracked by Wall St. Rank hold CRM as of Q2 2022.

  • Weik Capital Management reported no remaining Salesforce position as of Q2 2022 after selling out during the quarter.
  • Weik Capital Management sold 1,040 Salesforce shares in Q2 2022, an estimated $221K.
  • Weik Capital Management first reported a position in Salesforce in Q2 2021 and held it in 4 quarters.
  • Weik Capital Management's Salesforce position peaked at $390K in Q4 2021.
  • 2,137 funds tracked by Wall St. Rank held Salesforce as of Q2 2022.

Based on Weik Capital Management's 13F filing for Q2 2022, filed 12 Aug 2022.