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Fiduciary Trust International of Pennsylvania’s Salesforce CRM Stock Holding History

Fiduciary Trust International of Pennsylvania’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
Q1 		$1.09M Sell
7,556
-50
-0.7% -$8.57K 0.05% 204
2019
Q4 		$1.24M Sell
7,606
-4,122
-35% -$646K 0.05% 199
2019
Q3 		$1.74M Sell
11,728
-1,228
-9% -$187K 0.07% 194
2019
Q2 		$1.97M Sell
12,956
-19,885
-61% -$3.12M 0.08% 183
2019
Q1 		$5.2M Buy
32,841
+11,975
+57% +$1.86M 0.22% 107
2018
Q4 		$2.86M Buy
20,866
+18,150
+668% +$2.5M 0.14% 132
2018
Q3 		$432K Sell
2,716
-1,450
-35% -$215K 0.02% 279
2018
Q2 		$569K Buy
+4,166
New +$532K 0.03% 254
2017
Q1 		– Sell
-6,148
Closed -$421K – 319
2016
Q4 		$421K Sell
6,148
-31,188
-84% -$2.26M 0.03% 219
2016
Q3 		$2.66M Sell
37,336
-9,118
-20% -$711K 0.21% 116
2016
Q2 		$3.69M Buy
46,454
+3,401
+8% +$267K 0.3% 99
2016
Q1 		$3.18M Sell
43,053
-33,510
-44% -$2.31M 0.27% 98
2015
Q4 		$6M Buy
76,563
+72,943
+2,015% +$5.7M 0.51% 67
2015
Q3 		$251K Buy
+3,620
New +$257K 0.02% 267

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fiduciary Trust International of Pennsylvania's CRM Position: Q1 2020 in Review

Fiduciary Trust International of Pennsylvania reduced its Salesforce (CRM) stake by 0.66% in Q1 2020, selling an estimated $8.57K and leaving 7,556 shares worth $1.09M. The position accounts for 0.05% of the portfolio, ranked #204.

Fiduciary Trust International of Pennsylvania first reported a position in CRM in Q3 2015 and has held it in 14 quarters since. The position peaked at $6M in Q4 2015. 1,622 funds tracked by Wall St. Rank hold CRM as of Q1 2020.

  • Fiduciary Trust International of Pennsylvania held 7,556 shares of Salesforce worth $1.09M as of Q1 2020.
  • Fiduciary Trust International of Pennsylvania sold 50 Salesforce shares in Q1 2020, an estimated $8.57K.
  • Salesforce made up 0.05% of Fiduciary Trust International of Pennsylvania's portfolio in Q1 2020, its #204 holding.
  • Fiduciary Trust International of Pennsylvania first reported a position in Salesforce in Q3 2015 and has held it in 14 quarters since.
  • Fiduciary Trust International of Pennsylvania's Salesforce position peaked at $6M in Q4 2015.
  • 1,622 funds tracked by Wall St. Rank held Salesforce as of Q1 2020.

Based on Fiduciary Trust International of Pennsylvania's 13F filing for Q1 2020, filed 27 Apr 2020.