WWM
CRM icon

WT Wealth Management’s Salesforce CRM Stock Holding History

WT 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
2022
Q2 		– Sell
-6,909
Closed -$1.47M – 106
2022
Q1 		$1.47M Buy
6,909
+1,056
+18% +$227K 0.56% 58
2021
Q4 		$1.49M Sell
5,853
-334
-5% -$93.8K 0.55% 62
2021
Q3 		$1.68M Buy
6,187
+408
+7% +$104K 0.65% 47
2021
Q2 		$1.41M Buy
5,779
+575
+11% +$133K 0.57% 55
2021
Q1 		$1.1M Sell
5,204
-224
-4% -$49.9K 0.51% 59
2020
Q4 		$1.21M Buy
5,428
+2,124
+64% +$517K 0.66% 56
2020
Q3 		$830K Buy
3,304
+197
+6% +$43.1K 0.55% 52
2020
Q2 		$582K Buy
3,107
+315
+11% +$53.1K 0.47% 53
2020
Q1 		$401K Buy
2,792
+69
+3% +$11.8K 0.42% 49
2019
Q4 		$442K Sell
2,723
-66
-2% -$10.3K 0.34% 53
2019
Q3 		$414K Buy
+2,789
New +$424K 0.36% 53

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

WT Wealth Management's CRM Position: Q2 2022 in Review

WT Wealth Management sold out of Salesforce (CRM) in Q2 2022, closing a stake of 6,909 shares — an estimated $1.47M sold.

WT Wealth Management first reported a position in CRM in Q3 2019 and held it in 11 quarters. The position peaked at $1.68M in Q3 2021. 2,136 funds tracked by Wall St. Rank hold CRM as of Q2 2022.

  • WT Wealth Management reported no remaining Salesforce position as of Q2 2022 after selling out during the quarter.
  • WT Wealth Management sold 6,909 Salesforce shares in Q2 2022, an estimated $1.47M.
  • WT Wealth Management first reported a position in Salesforce in Q3 2019 and held it in 11 quarters.
  • WT Wealth Management's Salesforce position peaked at $1.68M in Q3 2021.
  • 2,136 funds tracked by Wall St. Rank held Salesforce as of Q2 2022.

Based on WT Wealth Management's 13F filing for Q2 2022, filed 26 Jul 2022.