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Aviance Capital Management’s Salesforce CRM Stock Holding History

Aviance Capital 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 		$290K Sell
1,830
-161
-8% -$25K 0.04% 142
2018
Q4 		$273K Sell
1,991
-1,050
-35% -$144K 0.04% 140
2018
Q3 		$484K Sell
3,041
-213
-7% -$31.6K 0.05% 127
2018
Q2 		$444K Buy
+3,254
New +$415K 0.04% 133
2018
Q1 		– Sell
-2,840
Closed -$290K – 289
2017
Q4 		$290K Sell
2,840
-1,468
-34% -$150K 0.02% 164
2017
Q3 		$402K Buy
4,308
+55
+1% +$5.06K 0.03% 153
2017
Q2 		$368K Sell
4,253
-598
-12% -$52.1K 0.02% 151
2017
Q1 		$400K Sell
4,851
-133
-3% -$10.6K 0.02% 161
2016
Q4 		$341K Sell
4,984
-2,219
-31% -$161K 0.02% 171
2016
Q3 		$514K Sell
7,203
-829
-10% -$64.7K 0.01% 256
2016
Q2 		$637K Sell
8,032
-438
-5% -$34.4K 0.02% 235
2016
Q1 		$625K Sell
8,470
-1,624
-16% -$112K 0.02% 213
2015
Q4 		$791K Buy
+10,094
New +$788K 0.03% 182
2015
Q3 		– Sell
-15,827
Closed -$1.1M – 296
2015
Q2 		$1.1M Buy
15,827
+10,064
+175% +$717K 1.13% 22
2015
Q1 		$385K Sell
5,763
-296
-5% -$18.4K 0.01% 208
2014
Q4 		$359K Sell
6,059
-8,909
-60% -$525K 0.01% 254
2014
Q3 		$861K Sell
14,968
-7,093
-32% -$399K 0.03% 190
2014
Q2 		$1.28M Sell
22,061
-5,747
-21% -$310K 0.05% 147
2014
Q1 		$1.59M Buy
27,808
+27,406
+6,817% +$1.64M 0.08% 117
2013
Q4 		$22K Sell
402
-62
-13% -$3.32K 0.01% 270
2013
Q3 		$24K Sell
464
-1,423
-75% -$64.6K 0.01% 249
2013
Q2 		$72K Buy
+1,887
New +$77.9K 0.04% 208

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

Aviance Capital Management's CRM Position: Q1 2019 in Review

Aviance Capital Management reduced its Salesforce (CRM) stake by 8.1% in Q1 2019, selling an estimated $25K and leaving 1,830 shares worth $290K. The position accounts for 0.04% of the portfolio, ranked #142.

Aviance Capital Management first reported a position in CRM in Q2 2013 and has held it in 22 quarters since. The position peaked at $1.59M in Q1 2014. 1,417 funds tracked by Wall St. Rank hold CRM as of Q1 2019.

  • Aviance Capital Management held 1,830 shares of Salesforce worth $290K as of Q1 2019.
  • Aviance Capital Management sold 161 Salesforce shares in Q1 2019, an estimated $25K.
  • Salesforce made up 0.04% of Aviance Capital Management's portfolio in Q1 2019, its #142 holding.
  • Aviance Capital Management first reported a position in Salesforce in Q2 2013 and has held it in 22 quarters since.
  • Aviance Capital Management's Salesforce position peaked at $1.59M in Q1 2014.
  • 1,417 funds tracked by Wall St. Rank held Salesforce as of Q1 2019.

Based on Aviance Capital Management's 13F filing for Q1 2019, filed 15 May 2019.