Wipfli Financial Advisors’s Salesforce CRM Stock Holding History

Wipfli Financial 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 Q3	$1.18M	Buy	+8,201	New	+$1.39M	0.08%	100

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

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

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wipfli Financial Advisors's CRM Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Salesforce (CRM) in Q3 2022: 8,201 shares worth $1.18M. The stake represents 0.08% of the portfolio and ranks #100 among its holdings.

2,055 funds tracked by Wall St. Rank hold CRM as of Q3 2022.

Wipfli Financial Advisors held 8,201 shares of Salesforce worth $1.18M as of Q3 2022.
Salesforce was a new Wipfli Financial Advisors position in Q3 2022.
Salesforce made up 0.08% of Wipfli Financial Advisors's portfolio in Q3 2022, its #100 holding.
2,055 funds tracked by Wall St. Rank held Salesforce as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.