AG
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Advisor Group’s Salesforce CRM Stock Holding History

Advisor Group’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
Q4 		$16.1M Buy
98,844
+16,494
+20% +$2.59M 0.11% 167
2019
Q3 		$12.2M Buy
82,350
+1,220
+2% +$185K 0.09% 202
2019
Q2 		$12.3M Buy
81,130
+10,600
+15% +$1.66M 0.09% 189
2019
Q1 		$11.2M Buy
70,530
+9,125
+15% +$1.41M 0.09% 193
2018
Q4 		$8.41M Buy
61,405
+1,550
+3% +$213K 0.08% 205
2018
Q3 		$9.52M Buy
59,855
+13,377
+29% +$1.99M 0.1% 188
2018
Q2 		$6.34M Buy
46,478
+3,625
+8% +$462K 0.09% 211
2018
Q1 		$4.98M Buy
42,853
+4,993
+13% +$573K 0.07% 246
2017
Q4 		$3.87M Buy
37,860
+8,221
+28% +$838K 0.05% 332
2017
Q3 		$2.77M Buy
29,639
+4,751
+19% +$437K 0.04% 389
2017
Q2 		$2.16M Buy
24,888
+1,515
+6% +$132K 0.04% 457
2017
Q1 		$1.93M Buy
23,373
+2,619
+13% +$209K 0.04% 474
2016
Q4 		$1.42M Buy
20,754
+4,876
+31% +$354K 0.03% 526
2016
Q3 		$1.13M Sell
15,878
-832
-5% -$64.9K 0.03% 592
2016
Q2 		$1.32M Buy
+16,710
New +$1.31M 0.03% 513

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

Advisor Group's CRM Position: Q4 2019 in Review

Advisor Group increased its Salesforce (CRM) stake by 20% in Q4 2019, buying an estimated $2.59M and bringing the position to 98,844 shares worth $16.1M. The position accounts for 0.11% of the portfolio, ranked #167.

Advisor Group first reported a position in CRM in Q2 2016 and has held it in 15 quarters since. 1,582 funds tracked by Wall St. Rank hold CRM as of Q4 2019.

  • Advisor Group held 98,844 shares of Salesforce worth $16.1M as of Q4 2019.
  • Advisor Group bought 16,494 Salesforce shares in Q4 2019, an estimated $2.59M.
  • Salesforce made up 0.11% of Advisor Group's portfolio in Q4 2019, its #167 holding.
  • Advisor Group first reported a position in Salesforce in Q2 2016 and has held it in 15 quarters since.
  • 1,582 funds tracked by Wall St. Rank held Salesforce as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.