AIM
CRM icon

Assured Investment Management’s Salesforce CRM Stock Holding History

Assured Investment 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
Q1 		– Sell
-12,753
Closed -$1.75M – 1165
2018
Q4 		$1.75M Buy
+12,753
New +$1.75M 0.05% 366
2018
Q3 		– Sell
-2,354
Closed -$321K – 1187
2018
Q2 		$321K Sell
2,354
-75,431
-97% -$9.62M 0.01% 928
2018
Q1 		$9.05M Buy
77,785
+16,911
+28% +$1.94M 0.21% 116
2017
Q4 		$6.22M Buy
60,874
+41,579
+215% +$4.24M 0.13% 186
2017
Q3 		$1.8M Buy
+19,295
New +$1.78M 0.04% 344
2017
Q2 		– Sell
-17,860
Closed -$1.47M – 614
2017
Q1 		$1.47M Buy
+17,860
New +$1.43M 0.03% 218
2016
Q4 		– Sell
-28,251
Closed -$2.02M – 612
2016
Q3 		$2.02M Buy
28,251
+24,541
+661% +$1.91M 0.05% 182
2016
Q2 		$295K Buy
3,710
+2,416
+187% +$190K 0.01% 467
2016
Q1 		$96K Sell
1,294
-1,505
-54% -$104K ﹤0.01% 533
2015
Q4 		$219K Sell
2,799
-33,976
-92% -$2.65M ﹤0.01% 465
2015
Q3 		$2.55M Buy
36,775
+30,054
+447% +$2.13M 0.05% 160
2015
Q2 		$468K Buy
6,721
+5,545
+472% +$395K 0.01% 371
2015
Q1 		$79K Buy
+1,176
New +$72.9K ﹤0.01% 522
2014
Q4 		– Sell
-18,975
Closed -$1.09M – 227
2014
Q3 		$1.09M Sell
18,975
-128,320
-87% -$7.23M 0.02% 208
2014
Q2 		$8.55M Buy
+147,295
New +$7.96M 0.15% 117

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Assured Investment Management's CRM Position: Q1 2019 in Review

Assured Investment Management sold out of Salesforce (CRM) in Q1 2019, closing a stake of 12,753 shares — an estimated $1.75M sold.

Assured Investment Management first reported a position in CRM in Q2 2014 and held it in 15 quarters. The position peaked at $9.05M in Q1 2018. 1,416 funds tracked by Wall St. Rank hold CRM as of Q1 2019.

  • Assured Investment Management reported no remaining Salesforce position as of Q1 2019 after selling out during the quarter.
  • Assured Investment Management sold 12,753 Salesforce shares in Q1 2019, an estimated $1.75M.
  • Assured Investment Management first reported a position in Salesforce in Q2 2014 and held it in 15 quarters.
  • Assured Investment Management's Salesforce position peaked at $9.05M in Q1 2018.
  • 1,416 funds tracked by Wall St. Rank held Salesforce as of Q1 2019.

Based on Assured Investment Management's 13F filing for Q1 2019, filed 16 May 2019.