YWP
CRM icon

YorkBridge Wealth Partners’s Salesforce CRM Stock Holding History

YorkBridge Wealth Partners’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
Q4 		$4.52M Sell
34,067
-3,072
-8% -$448K 1.15% 16
2022
Q3 		$5.34M Buy
37,139
+3,637
+11% +$617K 1.38% 16
2022
Q2 		$5.53M Sell
33,502
-393
-1% -$69.4K 1.45% 13
2022
Q1 		$7.2M Buy
33,895
+10,092
+42% +$2.17M 1.58% 13
2021
Q4 		$6.05M Buy
23,803
+1,081
+5% +$304K 1.36% 16
2021
Q3 		$6.16M Buy
22,722
+993
+5% +$252K 1.55% 12
2021
Q2 		$5.31M Buy
21,729
+86
+0.4% +$19.8K 1.39% 17
2021
Q1 		$4.59M Buy
21,643
+4,657
+27% +$1.04M 1.36% 16
2020
Q4 		$3.78M Buy
16,986
+911
+6% +$222K 1.27% 20
2020
Q3 		$4.04M Buy
16,075
+2,042
+15% +$447K 1.7% 16
2020
Q2 		$2.63M Buy
14,033
+2,739
+24% +$462K 1.2% 21
2020
Q1 		$1.63M Buy
11,294
+4,295
+61% +$736K 1% 29
2019
Q4 		$1.14M Buy
+6,999
New +$1.1M 0.52% 58
2019
Q3 		– Sell
-1,170
Closed -$178K – 270
2019
Q2 		$178K Hold
1,170
– – 0.08% 183
2019
Q1 		$185K Sell
1,170
-50
-4% -$7.75K 0.09% 171
2018
Q4 		$167K Buy
1,220
+400
+49% +$55K 0.09% 164
2018
Q3 		$131K Sell
820
-8,367
-91% -$1.24M 0.06% 239
2018
Q2 		$1.25M Sell
9,187
-50
-0.5% -$6.38K 0.55% 50
2018
Q1 		$1.12M Sell
9,237
-103
-1% -$11.8K 0.52% 54
2017
Q4 		$1M Buy
9,340
+295
+3% +$30.1K 0.49% 55
2017
Q3 		$845K Buy
9,045
+230
+3% +$21.2K 0.44% 60
2017
Q2 		$759K Hold
8,815
– – 0.4% 67
2017
Q1 		$768K Sell
8,815
-685
-7% -$54.7K 0.4% 66
2016
Q4 		$700K Buy
+9,500
New +$689K 0.41% 66

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

YorkBridge Wealth Partners's CRM Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Salesforce (CRM) stake by 8.3% in Q4 2022, selling an estimated $448K and leaving 34,067 shares worth $4.52M. The position accounts for 1.15% of the portfolio, ranked #16.

YorkBridge Wealth Partners first reported a position in CRM in Q4 2016 and has held it in 24 quarters since. The position peaked at $7.2M in Q1 2022. 2,023 funds tracked by Wall St. Rank hold CRM as of Q4 2022.

  • YorkBridge Wealth Partners held 34,067 shares of Salesforce worth $4.52M as of Q4 2022.
  • YorkBridge Wealth Partners sold 3,072 Salesforce shares in Q4 2022, an estimated $448K.
  • Salesforce made up 1.15% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #16 holding.
  • YorkBridge Wealth Partners first reported a position in Salesforce in Q4 2016 and has held it in 24 quarters since.
  • YorkBridge Wealth Partners's Salesforce position peaked at $7.2M in Q1 2022.
  • 2,023 funds tracked by Wall St. Rank held Salesforce as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.