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Chicago Equity Partners’s Salesforce CRM Stock Holding History

Chicago Equity Partners’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
Q4 		– Sell
-6,530
Closed -$1.04M – 825
2018
Q3 		$1.04M Buy
6,530
+580
+10% +$86.1K 0.03% 521
2018
Q2 		$812K Buy
+5,950
New +$759K 0.02% 563

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janus Henderson Group
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

Chicago Equity Partners's CRM Position: Q4 2018 in Review

Chicago Equity Partners sold out of Salesforce (CRM) in Q4 2018, closing a stake of 6,530 shares — an estimated $1.04M sold.

Chicago Equity Partners first reported a position in CRM in Q2 2018 and held it in 2 quarters. The position peaked at $1.04M in Q3 2018. 1,302 funds tracked by Wall St. Rank hold CRM as of Q4 2018.

  • Chicago Equity Partners reported no remaining Salesforce position as of Q4 2018 after selling out during the quarter.
  • Chicago Equity Partners sold 6,530 Salesforce shares in Q4 2018, an estimated $1.04M.
  • Chicago Equity Partners first reported a position in Salesforce in Q2 2018 and held it in 2 quarters.
  • Chicago Equity Partners's Salesforce position peaked at $1.04M in Q3 2018.
  • 1,302 funds tracked by Wall St. Rank held Salesforce as of Q4 2018.

Based on Chicago Equity Partners's 13F filing for Q4 2018, filed 5 Feb 2019.