BRC
CRM icon

Bell Rock Capital’s Salesforce CRM Stock Holding History

Bell Rock Capital’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
Q3 		– Sell
-100
Closed -$14K – 430
2018
Q2 		$14K Hold
100
– – 0.01% 358
2018
Q1 		$12K Hold
100
– – 0.01% 360
2017
Q4 		$10K Sell
100
-50
-33% -$5.09K 0.01% 353
2017
Q3 		$14K Buy
+150
New +$13.8K 0.01% 328

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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

Bell Rock Capital's CRM Position: Q3 2018 in Review

Bell Rock Capital sold out of Salesforce (CRM) in Q3 2018, closing a stake of 100 shares — an estimated $14K sold.

Bell Rock Capital first reported a position in CRM in Q3 2017 and held it in 4 quarters. The position peaked at $14K in Q2 2018. 1,219 funds tracked by Wall St. Rank hold CRM as of Q3 2018.

  • Bell Rock Capital reported no remaining Salesforce position as of Q3 2018 after selling out during the quarter.
  • Bell Rock Capital sold 100 Salesforce shares in Q3 2018, an estimated $14K.
  • Bell Rock Capital first reported a position in Salesforce in Q3 2017 and held it in 4 quarters.
  • Bell Rock Capital's Salesforce position peaked at $14K in Q2 2018.
  • 1,219 funds tracked by Wall St. Rank held Salesforce as of Q3 2018.

Based on Bell Rock Capital's 13F filing for Q3 2018, filed 14 Nov 2018.