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Allegis Investment Advisors’s Salesforce CRM Stock Holding History

Allegis Investment 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
2018
Q1 		$241K Sell
2,073
-140
-6% -$16.1K 0.07% 186
2017
Q4 		$226K Sell
2,213
-50
-2% -$5.09K 0.07% 202
2017
Q3 		$211K Buy
+2,263
New +$208K 0.05% 238
2016
Q1 		– Sell
-1,057
Closed -$83K – 321
2015
Q4 		$83K Buy
+1,057
New +$82.5K 0.05% 246

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 $167B AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Allegis Investment Advisors's CRM Position: Q1 2018 in Review

Allegis Investment Advisors reduced its Salesforce (CRM) stake by 6.3% in Q1 2018, selling an estimated $16.1K and leaving 2,073 shares worth $241K. The position accounts for 0.07% of the portfolio, ranked #186.

Allegis Investment Advisors first reported a position in CRM in Q4 2015 and has held it in 4 quarters since. 1,076 funds tracked by Wall St. Rank hold CRM as of Q1 2018.

  • Allegis Investment Advisors held 2,073 shares of Salesforce worth $241K as of Q1 2018.
  • Allegis Investment Advisors sold 140 Salesforce shares in Q1 2018, an estimated $16.1K.
  • Salesforce made up 0.07% of Allegis Investment Advisors's portfolio in Q1 2018, its #186 holding.
  • Allegis Investment Advisors first reported a position in Salesforce in Q4 2015 and has held it in 4 quarters since.
  • 1,076 funds tracked by Wall St. Rank held Salesforce as of Q1 2018.

Based on Allegis Investment Advisors's 13F filing for Q1 2018, filed 24 Apr 2018.