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
2016 Q4	–	Sell	-25	Closed	-$4K	–	4517
2016 Q3	$4K	Buy	25 +15	+150%	+$1.17K	﹤0.01%	3970
2016 Q2	$7K	Buy	+10	New	+$785	﹤0.01%	3630

Other funds holding CRM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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.