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Arcadia Investment Advisors’s Salesforce CRM Stock Holding History

Arcadia 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
2019
Q4 		– Sell
-912
Closed -$135K – 65
2019
Q3 		$135K Hold
912
– – 0.09% 32
2019
Q2 		$138K Hold
912
– – 0.09% 32
2019
Q1 		$144K Sell
912
-209
-19% -$32.4K 0.11% 34
2018
Q4 		$154K Hold
1,121
– – 0.13% 34
2018
Q3 		$178K Hold
1,121
– – 0.14% 27
2018
Q2 		$153K Hold
1,121
– – 0.12% 33
2018
Q1 		$130K Sell
1,121
-201
-15% -$23.1K 0.11% 28
2017
Q4 		$135K Buy
+1,322
New +$135K 0.12% 29

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

Arcadia Investment Advisors's CRM Position: Q4 2019 in Review

Arcadia Investment Advisors sold out of Salesforce (CRM) in Q4 2019, closing a stake of 912 shares — an estimated $135K sold.

Arcadia Investment Advisors first reported a position in CRM in Q4 2017 and held it in 8 quarters. The position peaked at $178K in Q3 2018. 1,582 funds tracked by Wall St. Rank hold CRM as of Q4 2019.

  • Arcadia Investment Advisors reported no remaining Salesforce position as of Q4 2019 after selling out during the quarter.
  • Arcadia Investment Advisors sold 912 Salesforce shares in Q4 2019, an estimated $135K.
  • Arcadia Investment Advisors first reported a position in Salesforce in Q4 2017 and held it in 8 quarters.
  • Arcadia Investment Advisors's Salesforce position peaked at $178K in Q3 2018.
  • 1,582 funds tracked by Wall St. Rank held Salesforce as of Q4 2019.

Based on Arcadia Investment Advisors's 13F filing for Q4 2019, filed 19 Dec 2024.