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AlphaOne Investment Services’s Salesforce CRM Stock Holding History

AlphaOne Investment Services’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
-1,300
Closed -$197K – 99
2019
Q2 		$197K Buy
+1,300
New +$204K 0.15% 122
2019
Q1 		– Sell
-105
Closed -$14K – 206
2018
Q4 		$14K Sell
105
-1,905
-95% -$262K 0.01% 183
2018
Q3 		$320K Buy
2,010
+1,773
+748% +$263K 0.09% 85
2018
Q2 		$32K Sell
237
-4,671
-95% -$596K 0.01% 152
2018
Q1 		$571K Buy
4,908
+2,421
+97% +$278K 0.16% 88
2017
Q4 		$254K Sell
2,487
-2,565
-51% -$261K 0.08% 84
2017
Q3 		$472K Sell
5,052
-68
-1% -$6.26K 0.13% 83
2017
Q2 		$443K Buy
5,120
+620
+14% +$54K 0.12% 90
2017
Q1 		$371K Buy
4,500
+1,570
+54% +$125K 0.09% 100
2016
Q4 		$201K Sell
2,930
-590
-17% -$42.8K 0.06% 97
2016
Q3 		$251K Buy
+3,520
New +$275K 0.08% 88
2015
Q3 		– Sell
-28,100
Closed -$1.96M – 91
2015
Q2 		$1.96M Buy
28,100
+24,470
+674% +$1.74M 0.69% 65
2015
Q1 		$243K Sell
3,630
-1,130
-24% -$70.1K 0.09% 89
2014
Q4 		$282K Sell
4,760
-1,350
-22% -$79.6K 0.11% 88
2014
Q3 		$352K Buy
6,110
+220
+4% +$12.4K 0.11% 83
2014
Q2 		$342K Buy
+5,890
New +$318K 0.09% 110

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

AlphaOne Investment Services's CRM Position: Q3 2019 in Review

AlphaOne Investment Services sold out of Salesforce (CRM) in Q3 2019, closing a stake of 1,300 shares — an estimated $197K sold.

AlphaOne Investment Services first reported a position in CRM in Q2 2014 and held it in 16 quarters. The position peaked at $1.96M in Q2 2015. 1,425 funds tracked by Wall St. Rank hold CRM as of Q3 2019.

  • AlphaOne Investment Services reported no remaining Salesforce position as of Q3 2019 after selling out during the quarter.
  • AlphaOne Investment Services sold 1,300 Salesforce shares in Q3 2019, an estimated $197K.
  • AlphaOne Investment Services first reported a position in Salesforce in Q2 2014 and held it in 16 quarters.
  • AlphaOne Investment Services's Salesforce position peaked at $1.96M in Q2 2015.
  • 1,425 funds tracked by Wall St. Rank held Salesforce as of Q3 2019.

Based on AlphaOne Investment Services's 13F filing for Q3 2019, filed 12 Nov 2019.