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Cue Advisory Services’s Salesforce CRM Stock Holding History

Cue Advisory Services’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
-2,286
Closed -$364K – 27
2018
Q3 		$364K Sell
2,286
-65
-3% -$9.64K 0.22% 125
2018
Q2 		$321K Sell
2,351
-34
-1% -$4.34K 0.2% 131
2018
Q1 		$277K Buy
+2,385
New +$274K 0.18% 133

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

Cue Advisory Services's CRM Position: Q4 2018 in Review

Cue Advisory Services sold out of Salesforce (CRM) in Q4 2018, closing a stake of 2,286 shares — an estimated $364K sold.

Cue Advisory Services first reported a position in CRM in Q1 2018 and held it in 3 quarters. The position peaked at $364K in Q3 2018. 1,302 funds tracked by Wall St. Rank hold CRM as of Q4 2018.

  • Cue Advisory Services reported no remaining Salesforce position as of Q4 2018 after selling out during the quarter.
  • Cue Advisory Services sold 2,286 Salesforce shares in Q4 2018, an estimated $364K.
  • Cue Advisory Services first reported a position in Salesforce in Q1 2018 and held it in 3 quarters.
  • Cue Advisory Services's Salesforce position peaked at $364K in Q3 2018.
  • 1,302 funds tracked by Wall St. Rank held Salesforce as of Q4 2018.

Based on Cue Advisory Services's 13F filing for Q4 2018.