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CRM icon

Bach Option’s Salesforce CRM Stock Holding History

Bach Option’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 		$3.17M Buy
19,500
+1,000
+5% +$157K 1.34% 15
2019
Q3 		$2.75M Buy
+18,500
New +$2.81M 1.1% 16
2018
Q1 		– Sell
-13,000
Closed -$1.33M – 72
2017
Q4 		$1.33M Buy
13,000
+2,500
+24% +$255K 0.91% 26
2017
Q3 		$981K Buy
+10,500
New +$966K 0.7% 39

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

Bach Option's CRM Position: Q4 2019 in Review

Bach Option reduced its Salesforce (CRM) stake by 33% in Q4 2019, selling an estimated $151K and leaving 1,930 shares worth $314K. The position accounts for 0.13% of the portfolio, ranked #55.

Bach Option first reported a position in CRM in Q4 2017 and has held it in 3 quarters since. The position peaked at $429K in Q3 2019. 1,583 funds tracked by Wall St. Rank hold CRM as of Q4 2019.

  • Bach Option held 1,930 shares of Salesforce worth $314K as of Q4 2019.
  • Bach Option sold 961 Salesforce shares in Q4 2019, an estimated $151K.
  • Salesforce made up 0.13% of Bach Option's portfolio in Q4 2019, its #55 holding.
  • Bach Option first reported a position in Salesforce in Q4 2017 and has held it in 3 quarters since.
  • Bach Option's Salesforce position peaked at $429K in Q3 2019.
  • 1,583 funds tracked by Wall St. Rank held Salesforce as of Q4 2019.

Based on Bach Option's 13F filing for Q4 2019, filed 29 Jan 2020.