Bridgeworth’s Salesforce CRM Stock Holding History

Bridgeworth’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	-515	Closed	-$70K	–	211
2018 Q2	$70K	Buy	+515	New	+$65.7K	0.03%	235

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

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

Jennison Associates New York $145B AUM 34.61% 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

Bridgeworth's CRM Position: Q3 2018 in Review

Bridgeworth sold out of Salesforce (CRM) in Q3 2018, closing a stake of 515 shares — an estimated $70K sold.

Bridgeworth first reported a position in CRM in Q2 2018 and held it in 1 quarter. The position peaked at $70K in Q2 2018. 1,219 funds tracked by Wall St. Rank hold CRM as of Q3 2018.

Bridgeworth reported no remaining Salesforce position as of Q3 2018 after selling out during the quarter.
Bridgeworth sold 515 Salesforce shares in Q3 2018, an estimated $70K.
Bridgeworth first reported a position in Salesforce in Q2 2018 and held it in 1 quarter.
Bridgeworth's Salesforce position peaked at $70K in Q2 2018.
1,219 funds tracked by Wall St. Rank held Salesforce as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.