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Horizon Kinetics Asset Management’s Salesforce CRM Stock Holding History

Horizon Kinetics Asset 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
2020
Q1 		– Sell
-1,781
Closed -$289K – 402
2019
Q4 		$289K Sell
1,781
-288
-14% -$45.1K 0.01% 350
2019
Q3 		$307K Sell
2,069
-60
-3% -$9.12K 0.01% 366
2019
Q2 		$323K Buy
2,129
+16
+0.8% +$2.51K 0.01% 352
2019
Q1 		$334K Buy
+2,113
New +$328K 0.01% 393

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Horizon Kinetics Asset Management's CRM Position: Q1 2020 in Review

Horizon Kinetics Asset Management sold out of Salesforce (CRM) in Q1 2020, closing a stake of 1,781 shares — an estimated $289K sold.

Horizon Kinetics Asset Management first reported a position in CRM in Q1 2019 and held it in 4 quarters. The position peaked at $334K in Q1 2019. 1,621 funds tracked by Wall St. Rank hold CRM as of Q1 2020.

  • Horizon Kinetics Asset Management reported no remaining Salesforce position as of Q1 2020 after selling out during the quarter.
  • Horizon Kinetics Asset Management sold 1,781 Salesforce shares in Q1 2020, an estimated $289K.
  • Horizon Kinetics Asset Management first reported a position in Salesforce in Q1 2019 and held it in 4 quarters.
  • Horizon Kinetics Asset Management's Salesforce position peaked at $334K in Q1 2019.
  • 1,621 funds tracked by Wall St. Rank held Salesforce as of Q1 2020.

Based on Horizon Kinetics Asset Management's 13F filing for Q1 2020, filed 13 May 2020.