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Advantage Investment Management’s Salesforce CRM Stock Holding History

Advantage Investment 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
2019
Q3 		$134K Sell
900
-30
-3% -$4.56K 0.1% 189
2019
Q2 		$141K Buy
930
+146
+19% +$22.9K 0.11% 186
2019
Q1 		$124K Sell
784
-57
-7% -$8.84K 0.1% 206
2018
Q4 		$115K Buy
841
+32
+4% +$4.4K 0.09% 210
2018
Q3 		$129K Buy
809
+709
+709% +$105K 0.08% 226
2018
Q2 		$14K Hold
100
– – 0.01% 602
2018
Q1 		$12K Hold
100
– – ﹤0.01% 638
2017
Q4 		$10K Hold
100
– – ﹤0.01% 681
2017
Q3 		$9K Sell
100
-500
-83% -$46K ﹤0.01% 712
2017
Q2 		$52K Hold
600
– – 0.02% 356
2017
Q1 		$49K Buy
600
+450
+300% +$35.9K 0.02% 347
2016
Q4 		$10K Buy
150
+100
+200% +$7.26K ﹤0.01% 627
2016
Q3 		$4K Hold
50
– – ﹤0.01% 756
2016
Q2 		$4K Hold
50
– – ﹤0.01% 723
2016
Q1 		$4K Buy
+50
New +$3.44K ﹤0.01% 698

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advantage Investment Management's CRM Position: Q3 2019 in Review

Advantage Investment Management reduced its Salesforce (CRM) stake by 3.2% in Q3 2019, selling an estimated $4.56K and leaving 900 shares worth $134K. The position accounts for 0.1% of the portfolio, ranked #189.

Advantage Investment Management first reported a position in CRM in Q1 2016 and has held it in 15 quarters since. The position peaked at $141K in Q2 2019. 1,425 funds tracked by Wall St. Rank hold CRM as of Q3 2019.

  • Advantage Investment Management held 900 shares of Salesforce worth $134K as of Q3 2019.
  • Advantage Investment Management sold 30 Salesforce shares in Q3 2019, an estimated $4.56K.
  • Salesforce made up 0.1% of Advantage Investment Management's portfolio in Q3 2019, its #189 holding.
  • Advantage Investment Management first reported a position in Salesforce in Q1 2016 and has held it in 15 quarters since.
  • Advantage Investment Management's Salesforce position peaked at $141K in Q2 2019.
  • 1,425 funds tracked by Wall St. Rank held Salesforce as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.