HCM
CRM icon

Hilton Capital Management’s Salesforce CRM Stock Holding History

Hilton Capital 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
2019
Q4 		– Sell
-85
Closed -$13K – 153
2019
Q3 		$13K Hold
85
– – ﹤0.01% 259
2019
Q2 		$13K Hold
85
– – ﹤0.01% 293
2019
Q1 		$13K Hold
85
– – ﹤0.01% 295
2018
Q4 		$12K Sell
85
-40
-32% -$5.5K ﹤0.01% 257
2018
Q3 		$20K Buy
125
+45
+56% +$6.68K ﹤0.01% 239
2018
Q2 		$11K Buy
+80
New +$10.2K ﹤0.01% 296

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hilton Capital Management's CRM Position: Q4 2019 in Review

Hilton Capital Management sold out of Salesforce (CRM) in Q4 2019, closing a stake of 85 shares — an estimated $13K sold.

Hilton Capital Management first reported a position in CRM in Q2 2018 and held it in 6 quarters. The position peaked at $20K in Q3 2018. 1,582 funds tracked by Wall St. Rank hold CRM as of Q4 2019.

  • Hilton Capital Management reported no remaining Salesforce position as of Q4 2019 after selling out during the quarter.
  • Hilton Capital Management sold 85 Salesforce shares in Q4 2019, an estimated $13K.
  • Hilton Capital Management first reported a position in Salesforce in Q2 2018 and held it in 6 quarters.
  • Hilton Capital Management's Salesforce position peaked at $20K in Q3 2018.
  • 1,582 funds tracked by Wall St. Rank held Salesforce as of Q4 2019.

Based on Hilton Capital Management's 13F filing for Q4 2019, filed 13 Feb 2020.