CMG
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Cavalry Management Group’s Salesforce CRM Stock Holding History

Cavalry Management Group’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
-136,935
Closed -$20.3M – 29
2019
Q3 		$20.3M Buy
+136,935
New +$20.8M 4.77% 11
2019
Q1 		– Sell
-171,889
Closed -$23.5M – 21
2018
Q4 		$23.5M Sell
171,889
-4,633
-3% -$637K 5.48% 9
2018
Q3 		$28.1M Sell
176,522
-79,041
-31% -$11.7M 7.94% 4
2018
Q2 		$34.9M Buy
+255,563
New +$32.6M 14.78% 3

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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cavalry Management Group's CRM Position: Q4 2019 in Review

Cavalry Management Group sold out of Salesforce (CRM) in Q4 2019, closing a stake of 136,935 shares — an estimated $20.3M sold.

Cavalry Management Group first reported a position in CRM in Q2 2018 and held it in 4 quarters. The position peaked at $34.9M in Q2 2018. 1,583 funds tracked by Wall St. Rank hold CRM as of Q4 2019.

  • Cavalry Management Group reported no remaining Salesforce position as of Q4 2019 after selling out during the quarter.
  • Cavalry Management Group sold 136,935 Salesforce shares in Q4 2019, an estimated $20.3M.
  • Cavalry Management Group first reported a position in Salesforce in Q2 2018 and held it in 4 quarters.
  • Cavalry Management Group's Salesforce position peaked at $34.9M in Q2 2018.
  • 1,583 funds tracked by Wall St. Rank held Salesforce as of Q4 2019.

Based on Cavalry Management Group's 13F filing for Q4 2019, filed 14 Feb 2020.