GCA
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Gideon Capital Advisors’s Salesforce CRM Stock Holding History

Gideon 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
2020
Q1 		– Sell
-18,327
Closed -$2.98M – 47
2019
Q4 		$2.98M Buy
18,327
+4,349
+31% +$682K 1.03% 10
2019
Q3 		$2.08M Buy
+13,978
New +$2.12M 0.68% 29
2018
Q1 		– Sell
-13,850
Closed -$1.42M – 369
2017
Q4 		$1.42M Buy
13,850
+11,382
+461% +$1.16M 1.25% 5
2017
Q3 		$231K Buy
+2,468
New +$227K 0.23% 223
2016
Q4 		– Sell
-9,032
Closed -$644K – 408
2016
Q3 		$644K Sell
9,032
-4,965
-35% -$387K 0.39% 82
2016
Q2 		$1.11M Buy
13,997
+4,043
+41% +$317K 0.65% 52
2016
Q1 		$735K Buy
+9,954
New +$685K 0.92% 37
2014
Q3 		– Sell
-10,297
Closed -$598K – 285
2014
Q2 		$598K Buy
+10,297
New +$556K 0.22% 139

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
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

Gideon Capital Advisors's CRM Position: Q1 2020 in Review

Gideon Capital Advisors sold out of Salesforce (CRM) in Q1 2020, closing a stake of 18,327 shares — an estimated $2.98M sold.

Gideon Capital Advisors first reported a position in CRM in Q2 2014 and held it in 8 quarters. The position peaked at $2.98M in Q4 2019. 1,622 funds tracked by Wall St. Rank hold CRM as of Q1 2020.

  • Gideon Capital Advisors reported no remaining Salesforce position as of Q1 2020 after selling out during the quarter.
  • Gideon Capital Advisors sold 18,327 Salesforce shares in Q1 2020, an estimated $2.98M.
  • Gideon Capital Advisors first reported a position in Salesforce in Q2 2014 and held it in 8 quarters.
  • Gideon Capital Advisors's Salesforce position peaked at $2.98M in Q4 2019.
  • 1,622 funds tracked by Wall St. Rank held Salesforce as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.