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Hennessy Advisors Inc’s Salesforce CRM Stock Holding History

Hennessy Advisors Inc’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
Q1 		– Sell
-6,090
Closed -$623K – 371
2017
Q4 		$623K Buy
+6,090
New +$621K 0.02% 306
2014
Q3 		– Sell
-4,515
Closed -$262K – 292
2014
Q2 		$262K Sell
4,515
-685
-13% -$37K 0.01% 287
2014
Q1 		$297K Buy
5,200
+435
+9% +$26K 0.01% 297
2013
Q4 		$263K Buy
4,765
+115
+2% +$6.15K 0.01% 315
2013
Q3 		$241K Buy
+4,650
New +$211K 0.01% 316

Other funds holding CRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Hennessy Advisors Inc's CRM Position: Q1 2018 in Review

Hennessy Advisors Inc sold out of Salesforce (CRM) in Q1 2018, closing a stake of 6,090 shares — an estimated $623K sold.

Hennessy Advisors Inc first reported a position in CRM in Q3 2013 and held it in 5 quarters. The position peaked at $623K in Q4 2017. 1,076 funds tracked by Wall St. Rank hold CRM as of Q1 2018.

  • Hennessy Advisors Inc reported no remaining Salesforce position as of Q1 2018 after selling out during the quarter.
  • Hennessy Advisors Inc sold 6,090 Salesforce shares in Q1 2018, an estimated $623K.
  • Hennessy Advisors Inc first reported a position in Salesforce in Q3 2013 and held it in 5 quarters.
  • Hennessy Advisors Inc's Salesforce position peaked at $623K in Q4 2017.
  • 1,076 funds tracked by Wall St. Rank held Salesforce as of Q1 2018.

Based on Hennessy Advisors Inc's 13F filing for Q1 2018, filed 2 May 2018.