ALIONA
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Allianz Life Insurance of North America’s Salesforce CRM Stock Holding History

Allianz Life Insurance of North America’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
Q3 		$353K Sell
2,219
-103
-4% -$15.3K 0.39% 68
2018
Q2 		$317K Buy
2,322
+148
+7% +$18.9K 0.37% 72
2018
Q1 		$259K Buy
+2,174
New +$250K 0.36% 76
2017
Q2 		– Sell
-2,650
Closed -$219K – 33
2017
Q1 		$219K Buy
+2,650
New +$212K 0.69% 27

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 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
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Allianz Life Insurance of North America's CRM Position: Q3 2018 in Review

Allianz Life Insurance of North America reduced its Salesforce (CRM) stake by 4.4% in Q3 2018, selling an estimated $15.3K and leaving 2,219 shares worth $353K. The position accounts for 0.39% of the portfolio, ranked #68.

Allianz Life Insurance of North America first reported a position in CRM in Q1 2017 and has held it in 4 quarters since. 1,220 funds tracked by Wall St. Rank hold CRM as of Q3 2018.

  • Allianz Life Insurance of North America held 2,219 shares of Salesforce worth $353K as of Q3 2018.
  • Allianz Life Insurance of North America sold 103 Salesforce shares in Q3 2018, an estimated $15.3K.
  • Salesforce made up 0.39% of Allianz Life Insurance of North America's portfolio in Q3 2018, its #68 holding.
  • Allianz Life Insurance of North America first reported a position in Salesforce in Q1 2017 and has held it in 4 quarters since.
  • 1,220 funds tracked by Wall St. Rank held Salesforce as of Q3 2018.

Based on Allianz Life Insurance of North America's 13F filing for Q3 2018, filed 16 Oct 2018.