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Accurate Investment Solutions’s Salesforce CRM Stock Holding History

Accurate Investment Solutions’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
2020
Q2 		– Sell
-205
Closed -$30K – 83
2020
Q1 		$30K Buy
205
+177
+632% +$30.3K 0.02% 228
2019
Q4 		$5K Hold
28
– – ﹤0.01% 339
2019
Q3 		$4K Hold
28
– – ﹤0.01% 291
2019
Q2 		$4K Hold
28
– – ﹤0.01% 292
2019
Q1 		$4K Buy
+28
New +$4.34K ﹤0.01% 283
2017
Q3 		– Sell
-40
Closed -$3K – 497
2017
Q2 		$3K Hold
40
– – ﹤0.01% 285
2017
Q1 		$3K Hold
40
– – ﹤0.01% 247
2016
Q4 		$3K Buy
+40
New +$2.9K ﹤0.01% 245

Other funds holding CRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Accurate Investment Solutions's CRM Position: Q2 2020 in Review

Accurate Investment Solutions sold out of Salesforce (CRM) in Q2 2020, closing a stake of 205 shares — an estimated $30K sold.

Accurate Investment Solutions first reported a position in CRM in Q4 2016 and held it in 8 quarters. The position peaked at $30K in Q1 2020. 1,703 funds tracked by Wall St. Rank hold CRM as of Q2 2020.

  • Accurate Investment Solutions reported no remaining Salesforce position as of Q2 2020 after selling out during the quarter.
  • Accurate Investment Solutions sold 205 Salesforce shares in Q2 2020, an estimated $30K.
  • Accurate Investment Solutions first reported a position in Salesforce in Q4 2016 and held it in 8 quarters.
  • Accurate Investment Solutions's Salesforce position peaked at $30K in Q1 2020.
  • 1,703 funds tracked by Wall St. Rank held Salesforce as of Q2 2020.

Based on Accurate Investment Solutions's 13F filing for Q2 2020.