FP
CRM icon

FDO Partners’s Salesforce CRM Stock Holding History

FDO 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
2018
Q1 		– Sell
-6,910
Closed -$706K – 27
2017
Q4 		$706K Sell
6,910
-6,650
-49% -$678K 0.6% 57
2017
Q3 		$1.27M Buy
+13,560
New +$1.25M 0.51% 83
2016
Q4 		– Sell
-11,657
Closed -$831K – 209
2016
Q3 		$831K Buy
+11,657
New +$909K 0.36% 115
2016
Q2 		– Sell
-5,512
Closed -$407K – 203
2016
Q1 		$407K Sell
5,512
-2,036
-27% -$140K 0.26% 142
2015
Q4 		$592K Buy
+7,548
New +$589K 0.34% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

FDO Partners's CRM Position: Q1 2018 in Review

FDO Partners sold out of Salesforce (CRM) in Q1 2018, closing a stake of 6,910 shares — an estimated $706K sold.

FDO Partners first reported a position in CRM in Q4 2015 and held it in 5 quarters. The position peaked at $1.27M in Q3 2017. 1,075 funds tracked by Wall St. Rank hold CRM as of Q1 2018.

  • FDO Partners reported no remaining Salesforce position as of Q1 2018 after selling out during the quarter.
  • FDO Partners sold 6,910 Salesforce shares in Q1 2018, an estimated $706K.
  • FDO Partners first reported a position in Salesforce in Q4 2015 and held it in 5 quarters.
  • FDO Partners's Salesforce position peaked at $1.27M in Q3 2017.
  • 1,075 funds tracked by Wall St. Rank held Salesforce as of Q1 2018.

Based on FDO Partners's 13F filing for Q1 2018, filed 14 May 2018.