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CRM icon

Allen Operations’s Salesforce CRM Stock Holding History

Allen Operations’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
Q3 		– Sell
-10,806
Closed -$1.64M – 30
2019
Q2 		$1.64M Hold
10,806
– – 0.64% 21
2019
Q1 		$1.71M Hold
10,806
– – 0.7% 17
2018
Q4 		$1.48M Hold
10,806
– – 0.73% 17
2018
Q3 		$1.72M Hold
10,806
– – 0.62% 17
2018
Q2 		$1.47M Hold
10,806
– – 0.54% 17
2018
Q1 		$1.26M Hold
10,806
– – 0.35% 18
2017
Q4 		$1.1M Buy
10,806
+708
+7% +$72.2K 0.38% 16
2017
Q3 		$943K Hold
10,098
– – 0.84% 16
2017
Q2 		$874K Hold
10,098
– – 0.84% 15
2017
Q1 		$833K Hold
10,098
– – 0.88% 13
2016
Q4 		$692K Buy
+10,098
New +$733K 0.73% 19

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Allen Operations's CRM Position: Q3 2019 in Review

Allen Operations sold out of Salesforce (CRM) in Q3 2019, closing a stake of 10,806 shares — an estimated $1.64M sold.

Allen Operations first reported a position in CRM in Q4 2016 and held it in 11 quarters. The position peaked at $1.72M in Q3 2018. 1,426 funds tracked by Wall St. Rank hold CRM as of Q3 2019.

  • Allen Operations reported no remaining Salesforce position as of Q3 2019 after selling out during the quarter.
  • Allen Operations sold 10,806 Salesforce shares in Q3 2019, an estimated $1.64M.
  • Allen Operations first reported a position in Salesforce in Q4 2016 and held it in 11 quarters.
  • Allen Operations's Salesforce position peaked at $1.72M in Q3 2018.
  • 1,426 funds tracked by Wall St. Rank held Salesforce as of Q3 2019.

Based on Allen Operations's 13F filing for Q3 2019, filed 6 Nov 2019.