CJA
CRM icon

C-J Advisory’s Salesforce CRM Stock Holding History

C-J Advisory’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
Q4 		– Sell
-141
Closed -$21K – 69
2019
Q3 		$21K Hold
141
– – 0.01% 97
2019
Q2 		$21K Hold
141
– – 0.01% 89
2019
Q1 		$23K Buy
141
+100
+244% +$15.5K 0.02% 96
2018
Q4 		$6K Hold
41
– – ﹤0.01% 121
2018
Q3 		$7K Sell
41
-11
-21% -$1.63K ﹤0.01% 126
2018
Q2 		$7K Sell
52
-18
-26% -$2.3K ﹤0.01% 125
2018
Q1 		$8K Hold
70
– – 0.01% 121
2017
Q4 		$7K Hold
70
– – 0.01% 122
2017
Q3 		$7K Sell
70
-30
-30% -$2.76K 0.01% 117
2017
Q2 		$9K Hold
100
– – 0.01% 107
2017
Q1 		$8K Hold
100
– – 0.01% 108
2016
Q4 		$7K Hold
100
– – 0.01% 110
2016
Q3 		$7K Buy
+100
New +$7.8K 0.01% 110

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

C-J Advisory's CRM Position: Q4 2019 in Review

C-J Advisory sold out of Salesforce (CRM) in Q4 2019, closing a stake of 141 shares — an estimated $21K sold.

C-J Advisory first reported a position in CRM in Q3 2016 and held it in 13 quarters. The position peaked at $23K in Q1 2019. 1,582 funds tracked by Wall St. Rank hold CRM as of Q4 2019.

  • C-J Advisory reported no remaining Salesforce position as of Q4 2019 after selling out during the quarter.
  • C-J Advisory sold 141 Salesforce shares in Q4 2019, an estimated $21K.
  • C-J Advisory first reported a position in Salesforce in Q3 2016 and held it in 13 quarters.
  • C-J Advisory's Salesforce position peaked at $23K in Q1 2019.
  • 1,582 funds tracked by Wall St. Rank held Salesforce as of Q4 2019.

Based on C-J Advisory's 13F filing for Q4 2019, filed 10 Feb 2020.