WFG
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Wills Financial Group’s Salesforce CRM Stock Holding History

Wills Financial Group’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
Q3 		– Sell
-4,354
Closed -$1.06M – 69
2021
Q2 		$1.06M Buy
4,354
+62
+1% +$14.3K 0.46% 41
2021
Q1 		$909K Buy
4,292
+1,512
+54% +$337K 0.44% 41
2020
Q4 		$618K Buy
+2,780
New +$676K 0.31% 42

Other funds holding CRM

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Wills Financial Group's CRM Position: Q3 2021 in Review

Wills Financial Group sold out of Salesforce (CRM) in Q3 2021, closing a stake of 4,354 shares — an estimated $1.06M sold.

Wills Financial Group first reported a position in CRM in Q4 2020 and held it in 3 quarters. The position peaked at $1.06M in Q2 2021. 2,179 funds tracked by Wall St. Rank hold CRM as of Q3 2021.

  • Wills Financial Group reported no remaining Salesforce position as of Q3 2021 after selling out during the quarter.
  • Wills Financial Group sold 4,354 Salesforce shares in Q3 2021, an estimated $1.06M.
  • Wills Financial Group first reported a position in Salesforce in Q4 2020 and held it in 3 quarters.
  • Wills Financial Group's Salesforce position peaked at $1.06M in Q2 2021.
  • 2,179 funds tracked by Wall St. Rank held Salesforce as of Q3 2021.

Based on Wills Financial Group's 13F filing for Q3 2021, filed 12 Nov 2021.