Guild Investment Management’s Salesforce CRM Stock Holding History

Guild Investment Management’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
2018 Q4	–	Sell	-2,310	Closed	-$367K	–	17
2018 Q3	$367K	Buy	+2,310	New	+$343K	0.37%	32

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

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

Guild Investment Management's CRM Position: Q4 2018 in Review

Guild Investment Management sold out of Salesforce (CRM) in Q4 2018, closing a stake of 2,310 shares — an estimated $367K sold.

Guild Investment Management first reported a position in CRM in Q3 2018 and held it in 1 quarter. The position peaked at $367K in Q3 2018. 1,302 funds tracked by Wall St. Rank hold CRM as of Q4 2018.

Guild Investment Management reported no remaining Salesforce position as of Q4 2018 after selling out during the quarter.
Guild Investment Management sold 2,310 Salesforce shares in Q4 2018, an estimated $367K.
Guild Investment Management first reported a position in Salesforce in Q3 2018 and held it in 1 quarter.
Guild Investment Management's Salesforce position peaked at $367K in Q3 2018.
1,302 funds tracked by Wall St. Rank held Salesforce as of Q4 2018.

Based on Guild Investment Management's 13F filing for Q4 2018, filed 13 Feb 2019.