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Guardian Life Insurance’s Salesforce CRM Stock Holding History

Guardian Life Insurance’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
-2,612
Closed -$425K – 109
2019
Q4 		$425K Buy
2,612
+46
+2% +$7.21K 0.1% 45
2019
Q3 		$381K Buy
2,566
+360
+16% +$54.7K 0.06% 57
2019
Q2 		$335K Hold
2,206
– – 0.05% 69
2019
Q1 		$349K Buy
2,206
+63
+3% +$9.77K 0.04% 64
2018
Q4 		$294K Buy
2,143
+16
+0.8% +$2.2K 0.05% 65
2018
Q3 		$338K Buy
2,127
+189
+10% +$28K 0.06% 64
2018
Q2 		$264K Buy
1,938
+359
+23% +$45.8K 0.04% 70
2018
Q1 		$184K Sell
1,579
-632
-29% -$72.6K 0.03% 82
2017
Q4 		$226K Buy
2,211
+660
+43% +$67.3K 0.05% 94
2017
Q3 		$145K Buy
1,551
+39
+3% +$3.59K 0.02% 102
2017
Q2 		$131K Sell
1,512
-1,017
-40% -$88.6K 0.02% 101
2017
Q1 		$209K Buy
2,529
+83
+3% +$6.63K 0.03% 110
2016
Q4 		$167K Buy
2,446
+65
+3% +$4.72K 0.02% 140
2016
Q3 		$170K Buy
2,381
+16
+0.7% +$1.25K 0.02% 158
2016
Q2 		$188K Buy
2,365
+56
+2% +$4.39K 0.01% 169
2016
Q1 		$170K Sell
2,309
-653
-22% -$45K 0.01% 173
2015
Q4 		$232K Sell
2,962
-665
-18% -$51.9K 0.02% 156
2015
Q3 		$252K Buy
3,627
+956
+36% +$67.8K 0.03% 167
2015
Q2 		$186K Buy
2,671
+25
+0.9% +$1.78K 0.02% 181
2015
Q1 		$177K Sell
2,646
-698
-21% -$43.3K 0.02% 190
2014
Q4 		$198K Buy
3,344
+70
+2% +$4.13K 0.02% 201
2014
Q3 		$188K Buy
3,274
+90
+3% +$5.07K 0.02% 203
2014
Q2 		$185K Buy
3,184
+61
+2% +$3.29K 0.02% 209
2014
Q1 		$178K Buy
3,123
+29
+0.9% +$1.73K 0.02% 214
2013
Q4 		$171K Sell
3,094
-3,464
-53% -$185K 0.02% 217
2013
Q3 		$340K Buy
6,558
+73
+1% +$3.31K 0.03% 214
2013
Q2 		$248K Buy
+6,485
New +$268K 0.02% 245

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

Guardian Life Insurance's CRM Position: Q1 2020 in Review

Guardian Life Insurance sold out of Salesforce (CRM) in Q1 2020, closing a stake of 2,612 shares — an estimated $425K sold.

Guardian Life Insurance first reported a position in CRM in Q2 2013 and held it in 27 quarters. The position peaked at $425K in Q4 2019. 1,621 funds tracked by Wall St. Rank hold CRM as of Q1 2020.

  • Guardian Life Insurance reported no remaining Salesforce position as of Q1 2020 after selling out during the quarter.
  • Guardian Life Insurance sold 2,612 Salesforce shares in Q1 2020, an estimated $425K.
  • Guardian Life Insurance first reported a position in Salesforce in Q2 2013 and held it in 27 quarters.
  • Guardian Life Insurance's Salesforce position peaked at $425K in Q4 2019.
  • 1,621 funds tracked by Wall St. Rank held Salesforce as of Q1 2020.

Based on Guardian Life Insurance's 13F filing for Q1 2020.