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AHL Partners’s Salesforce CRM Stock Holding History

AHL 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
2017
Q4 		$1.23M Sell
11,999
-12,123
-50% -$1.24M 0.02% 836
2017
Q3 		$2.25M Buy
24,122
+9,141
+61% +$841K 0.04% 633
2017
Q2 		$1.3M Buy
+14,981
New +$1.3M 0.03% 710

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AHL Partners's CRM Position: Q4 2017 in Review

AHL Partners reduced its Salesforce (CRM) stake by 50% in Q4 2017, selling an estimated $1.24M and leaving 11,999 shares worth $1.23M. The position accounts for 0.02% of the portfolio, ranked #836.

AHL Partners first reported a position in CRM in Q2 2017 and has held it in 3 quarters since. The position peaked at $2.25M in Q3 2017. 1,002 funds tracked by Wall St. Rank hold CRM as of Q4 2017.

  • AHL Partners held 11,999 shares of Salesforce worth $1.23M as of Q4 2017.
  • AHL Partners sold 12,123 Salesforce shares in Q4 2017, an estimated $1.24M.
  • Salesforce made up 0.02% of AHL Partners's portfolio in Q4 2017, its #836 holding.
  • AHL Partners first reported a position in Salesforce in Q2 2017 and has held it in 3 quarters since.
  • AHL Partners's Salesforce position peaked at $2.25M in Q3 2017.
  • 1,002 funds tracked by Wall St. Rank held Salesforce as of Q4 2017.

Based on AHL Partners's 13F filing for Q4 2017, filed 14 Feb 2018.