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Boston Advisors’s Salesforce CRM Stock Holding History

Boston 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
2019
Q3 		$8.88M Buy
59,805
+1,594
+3% +$242K 0.46% 46
2019
Q2 		$8.83M Sell
58,211
-12,000
-17% -$1.88M 0.47% 50
2019
Q1 		$11.1M Buy
70,211
+67,511
+2,500% +$10.5M 0.57% 34
2018
Q4 		$370K Hold
2,700
– – 0.02% 497
2018
Q3 		$429K Sell
2,700
-1,100
-29% -$163K 0.02% 502
2018
Q2 		$518K Hold
3,800
– – 0.01% 482
2018
Q1 		$442K Hold
3,800
– – 0.01% 518
2017
Q4 		$388K Buy
+3,800
New +$387K 0.01% 543

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Boston Advisors's CRM Position: Q3 2019 in Review

Boston Advisors increased its Salesforce (CRM) stake by 2.7% in Q3 2019, buying an estimated $242K and bringing the position to 59,805 shares worth $8.88M. The position accounts for 0.46% of the portfolio, ranked #46.

Boston Advisors first reported a position in CRM in Q4 2017 and has held it in 8 quarters since. The position peaked at $11.1M in Q1 2019. 1,425 funds tracked by Wall St. Rank hold CRM as of Q3 2019.

  • Boston Advisors held 59,805 shares of Salesforce worth $8.88M as of Q3 2019.
  • Boston Advisors bought 1,594 Salesforce shares in Q3 2019, an estimated $242K.
  • Salesforce made up 0.46% of Boston Advisors's portfolio in Q3 2019, its #46 holding.
  • Boston Advisors first reported a position in Salesforce in Q4 2017 and has held it in 8 quarters since.
  • Boston Advisors's Salesforce position peaked at $11.1M in Q1 2019.
  • 1,425 funds tracked by Wall St. Rank held Salesforce as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.