Catamount Wealth Management’s Salesforce CRM Stock Holding History

Catamount Wealth Management’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 Q1	$2.11M	Buy	+13,305	New	+$2.06M	1.2%	20
2018 Q4	–	Sell	-34,945	Closed	-$5.56M	–	203
2018 Q3	$5.56M	Buy	34,945 +2,305	+7%	+$342K	2.66%	14
2018 Q2	$4.75M	Buy	32,640 +4,320	+15%	+$551K	2.3%	15
2018 Q1	$3.29M	Buy	28,320 +55	+0.2%	+$6.32K	1.76%	19
2017 Q4	$2.89M	Buy	28,265 +3,615	+15%	+$368K	1.61%	20
2017 Q3	$2.3M	Sell	24,650 -735	-3%	-$67.6K	1.34%	21
2017 Q2	$2.2M	Buy	+25,385	New	+$2.21M	1.34%	23

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Catamount Wealth Management's CRM Position: Q1 2019 in Review

Catamount Wealth Management opened a new position in Salesforce (CRM) in Q1 2019: 13,305 shares worth $2.11M. The stake represents 1.2% of the portfolio and ranks #20 among its holdings. This is a return to the name: Catamount Wealth Management previously reported a position in CRM as recently as Q3 2018.

Catamount Wealth Management first reported a position in CRM in Q2 2017 and has held it in 7 quarters since. The position peaked at $5.56M in Q3 2018. 1,416 funds tracked by Wall St. Rank hold CRM as of Q1 2019.

Catamount Wealth Management held 13,305 shares of Salesforce worth $2.11M as of Q1 2019.
Salesforce was a new Catamount Wealth Management position in Q1 2019.
Salesforce made up 1.2% of Catamount Wealth Management's portfolio in Q1 2019, its #20 holding.
Catamount Wealth Management first reported a position in Salesforce in Q2 2017 and has held it in 7 quarters since.
Catamount Wealth Management's Salesforce position peaked at $5.56M in Q3 2018.
1,416 funds tracked by Wall St. Rank held Salesforce as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.