Genesee Capital Advisors’s Salesforce CRM Stock Holding History

Genesee Capital Advisors’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 Q2	–	Sell	-12,620	Closed	-$2M	–	70
2019 Q1	$2M	Buy	12,620 +794	+7%	+$123K	2.41%	12
2018 Q4	$1.62M	Buy	+11,826	New	+$1.63M	2.65%	13

Other funds holding CRM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Genesee Capital Advisors's CRM Position: Q2 2019 in Review

Genesee Capital Advisors sold out of Salesforce (CRM) in Q2 2019, closing a stake of 12,620 shares — an estimated $2M sold.

Genesee Capital Advisors first reported a position in CRM in Q4 2018 and held it in 2 quarters. The position peaked at $2M in Q1 2019. 1,379 funds tracked by Wall St. Rank hold CRM as of Q2 2019.

Genesee Capital Advisors reported no remaining Salesforce position as of Q2 2019 after selling out during the quarter.
Genesee Capital Advisors sold 12,620 Salesforce shares in Q2 2019, an estimated $2M.
Genesee Capital Advisors first reported a position in Salesforce in Q4 2018 and held it in 2 quarters.
Genesee Capital Advisors's Salesforce position peaked at $2M in Q1 2019.
1,379 funds tracked by Wall St. Rank held Salesforce as of Q2 2019.

Based on Genesee Capital Advisors's 13F filing for Q2 2019, filed 19 Jul 2019.