Clarfeld Financial Advisors’s Salesforce CRM Stock Holding History

Clarfeld Financial Advisors’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	$23K	Buy	+171	New	+$23.5K	0.02%	147

Other funds holding CRM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Clarfeld Financial Advisors's CRM Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Salesforce (CRM) in Q4 2018: 171 shares worth $23K. The stake represents 0.02% of the portfolio and ranks #147 among its holdings.

1,303 funds tracked by Wall St. Rank hold CRM as of Q4 2018.

Clarfeld Financial Advisors held 171 shares of Salesforce worth $23K as of Q4 2018.
Salesforce was a new Clarfeld Financial Advisors position in Q4 2018.
Salesforce made up 0.02% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #147 holding.
1,303 funds tracked by Wall St. Rank held Salesforce as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.