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CI Global Investments’s Salesforce CRM Stock Holding History

CI Global Investments’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
Q3 		$30K Buy
190
+30
+19% +$4.45K ﹤0.01% 71
2018
Q2 		$22K Buy
160
+20
+14% +$2.55K ﹤0.01% 81
2018
Q1 		$16K Sell
140
-75,840
-100% -$8.71M ﹤0.01% 80
2017
Q4 		$7.77M Buy
75,980
+90
+0.1% +$9.17K 0.13% 54
2017
Q3 		$7.09M Buy
+75,890
New +$6.98M 0.13% 50
2014
Q3 		– Sell
-200
Closed -$12K – 189
2014
Q2 		$12K Buy
+200
New +$10.8K ﹤0.01% 181

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

CI Global Investments's CRM Position: Q3 2018 in Review

CI Global Investments increased its Salesforce (CRM) stake by 19% in Q3 2018, buying an estimated $4.45K and bringing the position to 190 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #71.

CI Global Investments first reported a position in CRM in Q2 2014 and has held it in 6 quarters since. The position peaked at $7.77M in Q4 2017. 1,219 funds tracked by Wall St. Rank hold CRM as of Q3 2018.

  • CI Global Investments held 190 shares of Salesforce worth $30K as of Q3 2018.
  • CI Global Investments bought 30 Salesforce shares in Q3 2018, an estimated $4.45K.
  • Salesforce made up ﹤0.01% of CI Global Investments's portfolio in Q3 2018, its #71 holding.
  • CI Global Investments first reported a position in Salesforce in Q2 2014 and has held it in 6 quarters since.
  • CI Global Investments's Salesforce position peaked at $7.77M in Q4 2017.
  • 1,219 funds tracked by Wall St. Rank held Salesforce as of Q3 2018.

Based on CI Global Investments's 13F filing for Q3 2018, filed 9 Nov 2018.