Windsor Wealth Management’s Salesforce CRM Stock Holding History

Windsor Wealth 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
2023 Q3	–	Sell	-1,140	Closed	-$241K	–	161
2023 Q2	$241K	Buy	1,140 +2	+0.2%	+$408	0.04%	146
2023 Q1	$218K	Buy	+1,138	New	+$192K	0.04%	151
2022 Q3	–	Sell	-1,307	Closed	-$226K	–	151
2022 Q2	$226K	Sell	1,307 -216	-14%	-$38.2K	0.06%	140
2022 Q1	$300K	Sell	1,523 -1,380	-48%	-$297K	0.06%	188
2021 Q4	$721K	Buy	2,903 +480	+20%	+$135K	0.13%	129
2021 Q3	$667K	Buy	2,423 +107	+5%	+$27.2K	0.14%	131
2021 Q2	$566K	Buy	2,316 +798	+53%	+$184K	0.12%	142
2021 Q1	$322K	Buy	1,518 +264	+21%	+$58.8K	0.08%	169
2020 Q4	$279K	Buy	1,254 +13	+1%	+$3.16K	0.07%	170
2020 Q3	$300K	Buy	+1,241	New	+$272K	0.09%	159

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Windsor Wealth Management's CRM Position: Q3 2023 in Review

Windsor Wealth Management sold out of Salesforce (CRM) in Q3 2023, closing a stake of 1,140 shares — an estimated $241K sold.

Windsor Wealth Management first reported a position in CRM in Q3 2020 and held it in 10 quarters. The position peaked at $721K in Q4 2021. 2,285 funds tracked by Wall St. Rank hold CRM as of Q3 2023.

Windsor Wealth Management reported no remaining Salesforce position as of Q3 2023 after selling out during the quarter.
Windsor Wealth Management sold 1,140 Salesforce shares in Q3 2023, an estimated $241K.
Windsor Wealth Management first reported a position in Salesforce in Q3 2020 and held it in 10 quarters.
Windsor Wealth Management's Salesforce position peaked at $721K in Q4 2021.
2,285 funds tracked by Wall St. Rank held Salesforce as of Q3 2023.

Based on Windsor Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.