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Carillon Tower Advisers’s Salesforce CRM Stock Holding History

Carillon Tower Advisers’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
2020
Q4 		$7.88M Sell
35,400
-1,200
-3% -$292K 0.05% 352
2020
Q3 		$9.2M Sell
36,600
-2,800
-7% -$613K 0.12% 265
2020
Q2 		$7.38M Sell
39,400
-2,600
-6% -$438K 0.06% 331
2020
Q1 		$6.05M Sell
42,000
-6,800
-14% -$1.17M 0.06% 325
2019
Q4 		$7.94M Sell
48,800
-3,300
-6% -$517K 0.05% 355
2019
Q3 		$7.73M Sell
52,100
-1,800
-3% -$274K 0.05% 359
2019
Q2 		$8.19M Hold
53,900
– – 0.06% 352
2019
Q1 		$8.54M Buy
53,900
+8,700
+19% +$1.35M 0.06% 345
2018
Q4 		$6.19M Buy
+45,200
New +$6.22M 0.05% 346

Other funds holding CRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Carillon Tower Advisers's CRM Position: Q4 2020 in Review

Carillon Tower Advisers reduced its Salesforce (CRM) stake by 3.3% in Q4 2020, selling an estimated $292K and leaving 35,400 shares worth $7.88M. The position accounts for 0.05% of the portfolio, ranked #352.

Carillon Tower Advisers first reported a position in CRM in Q4 2018 and has held it in 9 quarters since. The position peaked at $9.2M in Q3 2020. 1,991 funds tracked by Wall St. Rank hold CRM as of Q4 2020.

  • Carillon Tower Advisers held 35,400 shares of Salesforce worth $7.88M as of Q4 2020.
  • Carillon Tower Advisers sold 1,200 Salesforce shares in Q4 2020, an estimated $292K.
  • Salesforce made up 0.05% of Carillon Tower Advisers's portfolio in Q4 2020, its #352 holding.
  • Carillon Tower Advisers first reported a position in Salesforce in Q4 2018 and has held it in 9 quarters since.
  • Carillon Tower Advisers's Salesforce position peaked at $9.2M in Q3 2020.
  • 1,991 funds tracked by Wall St. Rank held Salesforce as of Q4 2020.

Based on Carillon Tower Advisers's 13F filing for Q4 2020, filed 12 Feb 2021.