ATFA
CRM icon

All Terrain Financial Advisors’s Salesforce CRM Stock Holding History

All Terrain Financial Advisors’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 		– Sell
-2,720
Closed -$404K – 225
2019
Q3 		$404K Buy
2,720
+220
+9% +$33.4K 0.14% 92
2019
Q2 		$379K Hold
2,500
– – 0.13% 93
2019
Q1 		$396K Hold
2,500
– – 0.14% 97
2018
Q4 		$342K Hold
2,500
– – 0.14% 94
2018
Q3 		$398K Hold
2,500
– – 0.16% 94
2018
Q2 		$341K Sell
2,500
-900
-26% -$115K 0.15% 101
2018
Q1 		$395K Buy
3,400
+900
+36% +$103K 0.18% 94
2017
Q4 		$256K Buy
+2,500
New +$255K 0.12% 132

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

All Terrain Financial Advisors's CRM Position: Q4 2019 in Review

All Terrain Financial Advisors sold out of Salesforce (CRM) in Q4 2019, closing a stake of 2,720 shares — an estimated $404K sold.

All Terrain Financial Advisors first reported a position in CRM in Q4 2017 and held it in 8 quarters. The position peaked at $404K in Q3 2019. 1,582 funds tracked by Wall St. Rank hold CRM as of Q4 2019.

  • All Terrain Financial Advisors reported no remaining Salesforce position as of Q4 2019 after selling out during the quarter.
  • All Terrain Financial Advisors sold 2,720 Salesforce shares in Q4 2019, an estimated $404K.
  • All Terrain Financial Advisors first reported a position in Salesforce in Q4 2017 and held it in 8 quarters.
  • All Terrain Financial Advisors's Salesforce position peaked at $404K in Q3 2019.
  • 1,582 funds tracked by Wall St. Rank held Salesforce as of Q4 2019.

Based on All Terrain Financial Advisors's 13F filing for Q4 2019, filed 12 Feb 2020.