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Cornerstone Advisors (Washington)’s Salesforce CRM Stock Holding History

Cornerstone Advisors (Washington)’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
Q3 		– Sell
-3,435
Closed -$521K – 965
2019
Q2 		$521K Buy
3,435
+195
+6% +$30.6K 0.05% 52
2019
Q1 		$513K Buy
3,240
+190
+6% +$29.4K 0.05% 55
2018
Q4 		$418K Buy
3,050
+37
+1% +$5.09K 0.07% 59
2018
Q3 		$479K Buy
3,013
+118
+4% +$17.5K 0.31% 52
2018
Q2 		$395K Sell
2,895
-468
-14% -$59.7K 0.27% 63
2018
Q1 		$391K Hold
3,363
– – 0.27% 57
2017
Q4 		$344K Sell
3,363
-630
-16% -$64.2K 0.23% 65
2017
Q3 		$373K Buy
3,993
+184
+5% +$16.9K 0.26% 60
2017
Q2 		$330K Sell
3,809
-184
-5% -$16K 0.18% 62
2017
Q1 		$329K Sell
3,993
-30
-0.7% -$2.4K 0.18% 61
2016
Q4 		$275K Sell
4,023
-244
-6% -$17.7K 0.23% 65
2016
Q3 		$304K Buy
4,267
+715
+20% +$55.8K 0.26% 53
2016
Q2 		$282K Buy
3,552
+35
+1% +$2.75K 0.29% 43
2016
Q1 		$260K Buy
3,517
+27
+0.8% +$1.86K 0.27% 47
2015
Q4 		$274K Sell
3,490
-3,799
-52% -$297K 0.3% 37
2015
Q3 		$506K Sell
7,289
-947
-11% -$67.1K 0.45% 22
2015
Q2 		$573K Hold
8,236
– – 0.47% 22
2015
Q1 		$550K Buy
8,236
+271
+3% +$16.8K 0.43% 22
2014
Q4 		$472K Buy
7,965
+7,613
+2,163% +$449K 0.35% 38
2014
Q3 		$20K Sell
352
-12
-3% -$676 0.02% 131
2014
Q2 		$21K Hold
364
– – 0.02% 142
2014
Q1 		$21K Buy
364
+292
+406% +$17.5K 0.02% 130
2013
Q4 		$4K Hold
72
– – 0.01% 190
2013
Q3 		$4K Hold
72
– – 0.01% 179
2013
Q2 		$3K Buy
+72
New +$2.97K 0.01% 150

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cornerstone Advisors (Washington)'s CRM Position: Q3 2019 in Review

Cornerstone Advisors (Washington) sold out of Salesforce (CRM) in Q3 2019, closing a stake of 3,435 shares — an estimated $521K sold.

Cornerstone Advisors (Washington) first reported a position in CRM in Q2 2013 and held it in 25 quarters. The position peaked at $573K in Q2 2015. 1,425 funds tracked by Wall St. Rank hold CRM as of Q3 2019.

  • Cornerstone Advisors (Washington) reported no remaining Salesforce position as of Q3 2019 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 3,435 Salesforce shares in Q3 2019, an estimated $521K.
  • Cornerstone Advisors (Washington) first reported a position in Salesforce in Q2 2013 and held it in 25 quarters.
  • Cornerstone Advisors (Washington)'s Salesforce position peaked at $573K in Q2 2015.
  • 1,425 funds tracked by Wall St. Rank held Salesforce as of Q3 2019.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2019, filed 23 Oct 2019.