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Elkfork Partners’s Salesforce CRM Stock Holding History

Elkfork Partners’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 		$31.7M Buy
213,758
+9,860
+5% +$1.5M 0.77% 30
2019
Q2 		$30.9M Buy
203,898
+37,638
+23% +$5.9M 0.76% 27
2019
Q1 		$26.3M Buy
166,260
+11,016
+7% +$1.71M 0.66% 34
2018
Q4 		$21.3M Buy
155,244
+23,086
+17% +$3.18M 0.6% 41
2018
Q3 		$21M Buy
132,158
+100,708
+320% +$14.9M 0.5% 49
2018
Q2 		$4.29M Buy
31,450
+8,534
+37% +$1.09M 0.11% 172
2018
Q1 		$2.67M Buy
22,916
+3,434
+18% +$394K 0.07% 208
2017
Q4 		$1.99M Buy
19,482
+3,842
+25% +$392K 0.05% 251
2017
Q3 		$1.46M Sell
15,640
-21,590
-58% -$1.99M 0.04% 279
2017
Q2 		$3.22M Sell
37,230
-18,870
-34% -$1.64M 0.1% 177
2017
Q1 		$4.63M Buy
56,100
+2,312
+4% +$185K 0.14% 141
2016
Q4 		$3.68M Buy
+53,788
New +$3.9M 0.12% 148

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

Elkfork Partners's CRM Position: Q3 2019 in Review

Elkfork Partners increased its Salesforce (CRM) stake by 4.8% in Q3 2019, buying an estimated $1.5M and bringing the position to 213,758 shares worth $31.7M. The position accounts for 0.77% of the portfolio, ranked #30.

Elkfork Partners first reported a position in CRM in Q4 2016 and has held it in 12 quarters since. 1,426 funds tracked by Wall St. Rank hold CRM as of Q3 2019.

  • Elkfork Partners held 213,758 shares of Salesforce worth $31.7M as of Q3 2019.
  • Elkfork Partners bought 9,860 Salesforce shares in Q3 2019, an estimated $1.5M.
  • Salesforce made up 0.77% of Elkfork Partners's portfolio in Q3 2019, its #30 holding.
  • Elkfork Partners first reported a position in Salesforce in Q4 2016 and has held it in 12 quarters since.
  • 1,426 funds tracked by Wall St. Rank held Salesforce as of Q3 2019.

Based on Elkfork Partners's 13F filing for Q3 2019, filed 14 Nov 2019.