Bellevue Group’s Salesforce CRM Stock Holding History

Bellevue Group’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 Q3	–	Sell	-1,956	Closed	-$297K	–	216
2019 Q2	$297K	Buy	+1,956	New	+$307K	0.01%	194

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bellevue Group's CRM Position: Q3 2019 in Review

Bellevue Group sold out of Salesforce (CRM) in Q3 2019, closing a stake of 1,956 shares — an estimated $297K sold.

Bellevue Group first reported a position in CRM in Q2 2019 and held it in 1 quarter. The position peaked at $297K in Q2 2019. 1,425 funds tracked by Wall St. Rank hold CRM as of Q3 2019.

Bellevue Group reported no remaining Salesforce position as of Q3 2019 after selling out during the quarter.
Bellevue Group sold 1,956 Salesforce shares in Q3 2019, an estimated $297K.
Bellevue Group first reported a position in Salesforce in Q2 2019 and held it in 1 quarter.
Bellevue Group's Salesforce position peaked at $297K in Q2 2019.
1,425 funds tracked by Wall St. Rank held Salesforce as of Q3 2019.

Based on Bellevue Group's 13F filing for Q3 2019, filed 14 Nov 2019.