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Highland Capital Management (Texas)’s Salesforce CRM Stock Holding History

Highland Capital Management (Texas)’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
2016
Q1 		– Sell
-790,000
Closed -$61.9M – 221
2015
Q4 		$61.9M Hold
790,000
– – 1.98% 9
2015
Q3 		$54.9M Buy
790,000
+122,500
+18% +$8.68M 1.6% 11
2015
Q2 		$46.5M Buy
+667,500
New +$47.5M 0.95% 28

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 $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Highland Capital Management (Texas)'s CRM Position: Q2 2019 in Review

Highland Capital Management (Texas) reduced its Salesforce (CRM) stake by 28% in Q2 2019, selling an estimated $1.57M and leaving 26,000 shares worth $3.94M. The position accounts for 0.23% of the portfolio, ranked #73.

Highland Capital Management (Texas) first reported a position in CRM in Q1 2014 and has held it in 15 quarters since. The position peaked at $146M in Q1 2016. 1,379 funds tracked by Wall St. Rank hold CRM as of Q2 2019.

  • Highland Capital Management (Texas) held 26,000 shares of Salesforce worth $3.94M as of Q2 2019.
  • Highland Capital Management (Texas) sold 10,000 Salesforce shares in Q2 2019, an estimated $1.57M.
  • Salesforce made up 0.23% of Highland Capital Management (Texas)'s portfolio in Q2 2019, its #73 holding.
  • Highland Capital Management (Texas) first reported a position in Salesforce in Q1 2014 and has held it in 15 quarters since.
  • Highland Capital Management (Texas)'s Salesforce position peaked at $146M in Q1 2016.
  • 1,379 funds tracked by Wall St. Rank held Salesforce as of Q2 2019.

Based on Highland Capital Management (Texas)'s 13F filing for Q2 2019, filed 14 Aug 2019.