Guardian Capital (Canada)’s Salesforce CRM Stock Holding History

Guardian Capital (Canada)’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 Q1	–	Sell	-2,214	Closed	-$303K	–	185
2018 Q4	$303K	Buy	+2,214	New	+$305K	0.01%	167

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Guardian Capital (Canada)'s CRM Position: Q1 2019 in Review

Guardian Capital (Canada) sold out of Salesforce (CRM) in Q1 2019, closing a stake of 2,214 shares — an estimated $303K sold.

Guardian Capital (Canada) first reported a position in CRM in Q4 2018 and held it in 1 quarter. The position peaked at $303K in Q4 2018. 1,416 funds tracked by Wall St. Rank hold CRM as of Q1 2019.

Guardian Capital (Canada) reported no remaining Salesforce position as of Q1 2019 after selling out during the quarter.
Guardian Capital (Canada) sold 2,214 Salesforce shares in Q1 2019, an estimated $303K.
Guardian Capital (Canada) first reported a position in Salesforce in Q4 2018 and held it in 1 quarter.
Guardian Capital (Canada)'s Salesforce position peaked at $303K in Q4 2018.
1,416 funds tracked by Wall St. Rank held Salesforce as of Q1 2019.

Based on Guardian Capital (Canada)'s 13F filing for Q1 2019, filed 15 May 2019.