Ballew Advisors’s Salesforce CRM Stock Holding History

Ballew 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
2018 Q4	–	Sell	-12	Closed	-$2K	–	153
2018 Q3	$2K	Buy	+12	New	+$1.78K	﹤0.01%	400

Other funds holding CRM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Ballew Advisors's CRM Position: Q4 2018 in Review

Ballew Advisors sold out of Salesforce (CRM) in Q4 2018, closing a stake of 12 shares — an estimated $2K sold.

Ballew Advisors first reported a position in CRM in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 1,302 funds tracked by Wall St. Rank hold CRM as of Q4 2018.

Ballew Advisors reported no remaining Salesforce position as of Q4 2018 after selling out during the quarter.
Ballew Advisors sold 12 Salesforce shares in Q4 2018, an estimated $2K.
Ballew Advisors first reported a position in Salesforce in Q3 2018 and held it in 1 quarter.
Ballew Advisors's Salesforce position peaked at $2K in Q3 2018.
1,302 funds tracked by Wall St. Rank held Salesforce as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.