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Foresters Investment Management’s Salesforce CRM Stock Holding History

Foresters Investment 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
2019
Q3 		$2.67M Sell
18,000
-15,895
-47% -$2.42M 0.05% 287
2019
Q2 		$5.14M Sell
33,895
-53,503
-61% -$8.38M 0.09% 270
2019
Q1 		$13.8M Sell
87,398
-14,600
-14% -$2.26M 0.24% 140
2018
Q4 		$14M Buy
101,998
+35,300
+53% +$4.86M 0.26% 131
2018
Q3 		$10.6M Buy
+66,698
New +$9.9M 0.17% 180
2018
Q1 		– Sell
-3,146
Closed -$322K – 434
2017
Q4 		$322K Buy
+3,146
New +$321K 0.01% 436

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

Foresters Investment Management's CRM Position: Q3 2019 in Review

Foresters Investment Management reduced its Salesforce (CRM) stake by 47% in Q3 2019, selling an estimated $2.42M and leaving 18,000 shares worth $2.67M. The position accounts for 0.05% of the portfolio, ranked #287.

Foresters Investment Management first reported a position in CRM in Q4 2017 and has held it in 6 quarters since. The position peaked at $14M in Q4 2018. 1,425 funds tracked by Wall St. Rank hold CRM as of Q3 2019.

  • Foresters Investment Management held 18,000 shares of Salesforce worth $2.67M as of Q3 2019.
  • Foresters Investment Management sold 15,895 Salesforce shares in Q3 2019, an estimated $2.42M.
  • Salesforce made up 0.05% of Foresters Investment Management's portfolio in Q3 2019, its #287 holding.
  • Foresters Investment Management first reported a position in Salesforce in Q4 2017 and has held it in 6 quarters since.
  • Foresters Investment Management's Salesforce position peaked at $14M in Q4 2018.
  • 1,425 funds tracked by Wall St. Rank held Salesforce as of Q3 2019.

Based on Foresters Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.