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Columbia Partners Investment Management’s Salesforce CRM Stock Holding History

Columbia Partners Investment 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
2018
Q4 		$1.51M Sell
11,009
-125
-1% -$17.2K 0.59% 51
2018
Q3 		$1.77M Sell
11,134
-7,844
-41% -$1.16M 0.45% 65
2018
Q2 		$2.59M Sell
18,978
-31,376
-62% -$4M 0.74% 38
2018
Q1 		$5.86M Buy
+50,354
New +$5.78M 0.75% 32
2017
Q3 		– Sell
-14,395
Closed -$1.25M – 245
2017
Q2 		$1.25M Sell
14,395
-27,539
-66% -$2.4M 0.16% 173
2017
Q1 		$3.46M Buy
41,934
+7,317
+21% +$585K 0.44% 72
2016
Q4 		$2.37M Sell
34,617
-34,036
-50% -$2.47M 0.21% 158
2016
Q3 		$4.9M Sell
68,653
-21,365
-24% -$1.67M 0.38% 96
2016
Q2 		$7.15M Sell
90,018
-23,062
-20% -$1.81M 0.53% 55
2016
Q1 		$8.35M Sell
113,080
-23,017
-17% -$1.59M 0.6% 49
2015
Q4 		$10.7M Sell
136,097
-9,369
-6% -$732K 0.74% 30
2015
Q3 		$10.1M Sell
145,466
-2,891
-2% -$205K 0.7% 36
2015
Q2 		$10.3M Sell
148,357
-52,669
-26% -$3.75M 0.64% 54
2015
Q1 		$13.4M Buy
201,026
+17,581
+10% +$1.09M 0.71% 37
2014
Q4 		$10.9M Sell
183,445
-3,865
-2% -$228K 0.56% 59
2014
Q3 		$10.8M Sell
187,310
-3,064
-2% -$173K 0.55% 61
2014
Q2 		$11.1M Sell
190,374
-2,306
-1% -$125K 0.51% 60
2014
Q1 		$11M Sell
192,680
-496
-0.3% -$29.7K 0.48% 66
2013
Q4 		$10.7M Sell
193,176
-1,832
-0.9% -$98K 0.46% 74
2013
Q3 		$10.1M Sell
195,008
-3,757
-2% -$171K 0.45% 68
2013
Q2 		$7.59M Buy
+198,765
New +$8.2M 0.36% 100

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

Columbia Partners Investment Management's CRM Position: Q4 2018 in Review

Columbia Partners Investment Management reduced its Salesforce (CRM) stake by 1.1% in Q4 2018, selling an estimated $17.2K and leaving 11,009 shares worth $1.51M. The position accounts for 0.59% of the portfolio, ranked #51.

Columbia Partners Investment Management first reported a position in CRM in Q2 2013 and has held it in 21 quarters since. The position peaked at $13.4M in Q1 2015. 1,303 funds tracked by Wall St. Rank hold CRM as of Q4 2018.

  • Columbia Partners Investment Management held 11,009 shares of Salesforce worth $1.51M as of Q4 2018.
  • Columbia Partners Investment Management sold 125 Salesforce shares in Q4 2018, an estimated $17.2K.
  • Salesforce made up 0.59% of Columbia Partners Investment Management's portfolio in Q4 2018, its #51 holding.
  • Columbia Partners Investment Management first reported a position in Salesforce in Q2 2013 and has held it in 21 quarters since.
  • Columbia Partners Investment Management's Salesforce position peaked at $13.4M in Q1 2015.
  • 1,303 funds tracked by Wall St. Rank held Salesforce as of Q4 2018.

Based on Columbia Partners Investment Management's 13F filing for Q4 2018, filed 12 Feb 2019.