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Global Financial Private Capital’s Salesforce CRM Stock Holding History

Global Financial Private Capital’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
Q2 		– Sell
-15
Closed -$2K – 388
2020
Q1 		$2K Buy
+15
New +$2.57K ﹤0.01% 331
2019
Q3 		– Sell
-400
Closed -$61K – 401
2019
Q2 		$61K Sell
400
-9,793
-96% -$1.53M ﹤0.01% 309
2019
Q1 		$1.61M Buy
10,193
+6,885
+208% +$1.07M 0.08% 203
2018
Q4 		$453K Sell
3,308
-8,831
-73% -$1.21M 0.02% 266
2018
Q3 		$1.93M Sell
12,139
-516
-4% -$76.6K 0.07% 213
2018
Q2 		$1.73M Sell
12,655
-750
-6% -$95.7K 0.06% 208
2018
Q1 		$1.56M Buy
13,405
+491
+4% +$56.4K 0.05% 213
2017
Q4 		$1.32M Buy
12,914
+9,396
+267% +$958K 0.05% 219
2017
Q3 		$329K Buy
+3,518
New +$324K 0.01% 396

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Global Financial Private Capital's CRM Position: Q2 2020 in Review

Global Financial Private Capital sold out of Salesforce (CRM) in Q2 2020, closing a stake of 15 shares — an estimated $2K sold.

Global Financial Private Capital first reported a position in CRM in Q3 2017 and held it in 9 quarters. The position peaked at $1.93M in Q3 2018. 1,704 funds tracked by Wall St. Rank hold CRM as of Q2 2020.

  • Global Financial Private Capital reported no remaining Salesforce position as of Q2 2020 after selling out during the quarter.
  • Global Financial Private Capital sold 15 Salesforce shares in Q2 2020, an estimated $2K.
  • Global Financial Private Capital first reported a position in Salesforce in Q3 2017 and held it in 9 quarters.
  • Global Financial Private Capital's Salesforce position peaked at $1.93M in Q3 2018.
  • 1,704 funds tracked by Wall St. Rank held Salesforce as of Q2 2020.

Based on Global Financial Private Capital's 13F filing for Q2 2020, filed 11 Aug 2020.