AWM
CRM icon

Ashmore Wealth Management’s Salesforce CRM Stock Holding History

Ashmore Wealth Management’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 		$40M Hold
269,626
– – 2.53% 13
2019
Q2 		$40.9M Buy
269,626
+23,860
+10% +$3.74M 2.67% 12
2019
Q1 		$38.9M Hold
245,766
– – 2.27% 16
2018
Q4 		$33.7M Buy
245,766
+48,852
+25% +$6.72M 2.33% 15
2018
Q3 		$31.3M Buy
+196,914
New +$29.2M 1.6% 20

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

Ashmore Wealth Management's CRM Position: Q3 2019 in Review

Ashmore Wealth Management held its Salesforce (CRM) position steady in Q3 2019 at 269,626 shares worth $40M. The position accounts for 2.53% of the portfolio, ranked #13.

Ashmore Wealth Management first reported a position in CRM in Q3 2018 and has held it in 5 quarters since. The position peaked at $40.9M in Q2 2019. 1,426 funds tracked by Wall St. Rank hold CRM as of Q3 2019.

  • Ashmore Wealth Management held 269,626 shares of Salesforce worth $40M as of Q3 2019.
  • Ashmore Wealth Management left its Salesforce share count unchanged in Q3 2019.
  • Salesforce made up 2.53% of Ashmore Wealth Management's portfolio in Q3 2019, its #13 holding.
  • Ashmore Wealth Management first reported a position in Salesforce in Q3 2018 and has held it in 5 quarters since.
  • Ashmore Wealth Management's Salesforce position peaked at $40.9M in Q2 2019.
  • 1,426 funds tracked by Wall St. Rank held Salesforce as of Q3 2019.

Based on Ashmore Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.