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ETrade Capital Management’s Salesforce CRM Stock Holding History

ETrade Capital 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
2020
Q3 		$7M Buy
27,859
+9,128
+49% +$2M 0.13% 79
2020
Q2 		$3.51M Sell
18,731
-5,468
-23% -$921K 0.07% 140
2020
Q1 		$3.48M Sell
24,199
-4,425
-15% -$759K 0.09% 122
2019
Q4 		$4.66M Sell
28,624
-402
-1% -$63K 0.1% 109
2019
Q3 		$4.31M Buy
29,026
+14
+0% +$2.13K 0.11% 115
2019
Q2 		$4.4M Buy
29,012
+2,658
+10% +$417K 0.12% 97
2019
Q1 		$4.17M Buy
26,354
+1,292
+5% +$200K 0.12% 92
2018
Q4 		$3.43M Sell
25,062
-2,025
-7% -$279K 0.11% 102
2018
Q3 		$4.31M Buy
27,087
+3,360
+14% +$499K 0.12% 94
2018
Q2 		$3.24M Buy
23,727
+2,537
+12% +$324K 0.1% 114
2018
Q1 		$2.46M Buy
21,190
+4,046
+24% +$465K 0.08% 146
2017
Q4 		$1.75M Buy
17,144
+2,877
+20% +$293K 0.06% 205
2017
Q3 		$1.33M Buy
14,267
+2,532
+22% +$233K 0.05% 238
2017
Q2 		$1.02M Buy
11,735
+770
+7% +$67.1K 0.04% 261
2017
Q1 		$905K Buy
10,965
+3,130
+40% +$250K 0.04% 288
2016
Q4 		$536K Buy
7,835
+1,270
+19% +$92.2K 0.02% 390
2016
Q3 		$468K Buy
6,565
+1,131
+21% +$88.2K 0.02% 385
2016
Q2 		$432K Buy
5,434
+1,120
+26% +$87.9K 0.02% 359
2016
Q1 		$319K Buy
4,314
+993
+30% +$68.4K 0.02% 370
2015
Q4 		$260K Buy
+3,321
New +$259K 0.02% 398
2013
Q4 		– Sell
-804
Closed -$42K – 850
2013
Q3 		$42K Hold
804
– – ﹤0.01% 451
2013
Q2 		$31K Buy
+804
New +$33.2K ﹤0.01% 432

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ETrade Capital Management's CRM Position: Q3 2020 in Review

ETrade Capital Management increased its Salesforce (CRM) stake by 49% in Q3 2020, buying an estimated $2M and bringing the position to 27,859 shares worth $7M. The position accounts for 0.13% of the portfolio, ranked #79.

ETrade Capital Management first reported a position in CRM in Q2 2013 and has held it in 22 quarters since. 1,835 funds tracked by Wall St. Rank hold CRM as of Q3 2020.

  • ETrade Capital Management held 27,859 shares of Salesforce worth $7M as of Q3 2020.
  • ETrade Capital Management bought 9,128 Salesforce shares in Q3 2020, an estimated $2M.
  • Salesforce made up 0.13% of ETrade Capital Management's portfolio in Q3 2020, its #79 holding.
  • ETrade Capital Management first reported a position in Salesforce in Q2 2013 and has held it in 22 quarters since.
  • 1,835 funds tracked by Wall St. Rank held Salesforce as of Q3 2020.

Based on ETrade Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.