American Financial Network Advisory Services’s Salesforce CRM Stock Holding History

American Financial Network Advisory 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	-1,574	Closed	-$237K	–	92
2019 Q2	$237K	Sell	1,574 -746	-32%	-$117K	0.19%	117
2019 Q1	$360K	Sell	2,320 -3,010	-56%	-$467K	0.27%	99
2018 Q4	$730K	Sell	5,330 -418	-7%	-$57.5K	0.52%	57
2018 Q3	$914K	Buy	5,748 +5,662	+6,584%	+$840K	0.48%	61
2018 Q2	$793	Sell	86 -10	-10%	-$1.28K	0.43%	71
2018 Q1	$714	Sell	96 -9,851	-99%	-$1.13M	0.37%	78
2017 Q4	$1.02M	Sell	9,947 -627	-6%	-$63.9K	0.43%	75
2017 Q3	$988K	Buy	+10,574	New	+$973K	0.42%	74

Other funds holding CRM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

American Financial Network Advisory Services's CRM Position: Q3 2019 in Review

American Financial Network Advisory Services sold out of Salesforce (CRM) in Q3 2019, closing a stake of 1,574 shares — an estimated $237K sold.

American Financial Network Advisory Services first reported a position in CRM in Q3 2017 and held it in 8 quarters. The position peaked at $1.02M in Q4 2017. 1,425 funds tracked by Wall St. Rank hold CRM as of Q3 2019.

American Financial Network Advisory Services reported no remaining Salesforce position as of Q3 2019 after selling out during the quarter.
American Financial Network Advisory Services sold 1,574 Salesforce shares in Q3 2019, an estimated $237K.
American Financial Network Advisory Services first reported a position in Salesforce in Q3 2017 and held it in 8 quarters.
American Financial Network Advisory Services's Salesforce position peaked at $1.02M in Q4 2017.
1,425 funds tracked by Wall St. Rank held Salesforce as of Q3 2019.

Based on American Financial Network Advisory Services's 13F filing for Q3 2019, filed 12 Nov 2019.