HFS
CRM icon

HL Financial Services’s Salesforce CRM Stock Holding History

HL Financial Services’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
Q1 		$2.07M Buy
13,094
+5,286
+68% +$819K 0.03% 281
2018
Q4 		$1.07M Buy
7,808
+785
+11% +$108K 0.02% 353
2018
Q3 		$1.12M Buy
7,023
+905
+15% +$134K 0.02% 366
2018
Q2 		$834K Buy
6,118
+1,375
+29% +$175K 0.01% 394
2018
Q1 		$552K Buy
4,743
+200
+4% +$23K 0.01% 482
2017
Q4 		$464K Buy
+4,543
New +$463K 0.01% 438

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janus Henderson Group
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

HL Financial Services's CRM Position: Q1 2019 in Review

HL Financial Services increased its Salesforce (CRM) stake by 68% in Q1 2019, buying an estimated $819K and bringing the position to 13,094 shares worth $2.07M. The position accounts for 0.03% of the portfolio, ranked #281.

HL Financial Services first reported a position in CRM in Q4 2017 and has held it in 6 quarters since. 1,416 funds tracked by Wall St. Rank hold CRM as of Q1 2019.

  • HL Financial Services held 13,094 shares of Salesforce worth $2.07M as of Q1 2019.
  • HL Financial Services bought 5,286 Salesforce shares in Q1 2019, an estimated $819K.
  • Salesforce made up 0.03% of HL Financial Services's portfolio in Q1 2019, its #281 holding.
  • HL Financial Services first reported a position in Salesforce in Q4 2017 and has held it in 6 quarters since.
  • 1,416 funds tracked by Wall St. Rank held Salesforce as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.