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Horizon Kinetics’s Salesforce CRM Stock Holding History

Horizon Kinetics’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
Q4 		$334K Sell
2,439
-175
-7% -$24.1K 0.01% 301
2018
Q3 		$416K Sell
2,614
-323
-11% -$47.9K 0.01% 318
2018
Q2 		$401K Sell
2,937
-326
-10% -$41.6K 0.01% 339
2018
Q1 		$379K Sell
3,263
-586
-15% -$67.3K 0.01% 397
2017
Q4 		$393K Sell
3,849
-287
-7% -$29.2K 0.01% 391
2017
Q3 		$386K Sell
4,136
-497
-11% -$45.7K 0.01% 401
2017
Q2 		$401K Sell
4,633
-353
-7% -$30.7K 0.01% 363
2017
Q1 		$411K Sell
4,986
-1,031
-17% -$82.4K 0.01% 382
2016
Q4 		$412K Buy
6,017
+488
+9% +$35.4K 0.01% 378
2016
Q3 		$394K Buy
5,529
+241
+5% +$18.8K 0.01% 425
2016
Q2 		$420K Sell
5,288
-1,755
-25% -$138K 0.01% 407
2016
Q1 		$520K Sell
7,043
-581
-8% -$40K 0.01% 324
2015
Q4 		$598K Sell
7,624
-2,215
-23% -$173K 0.01% 325
2015
Q3 		$683K Sell
9,839
-2,570
-21% -$182K 0.01% 316
2015
Q2 		$864K Sell
12,409
-234
-2% -$16.7K 0.01% 346
2015
Q1 		$845K Sell
12,643
-1,550
-11% -$96.1K 0.01% 319
2014
Q4 		$842K Sell
14,193
-310
-2% -$18.3K 0.01% 347
2014
Q3 		$834K Buy
14,503
+934
+7% +$52.6K 0.01% 281
2014
Q2 		$788K Sell
13,569
-302
-2% -$16.3K 0.01% 329
2014
Q1 		$792K Buy
13,871
+4,048
+41% +$242K 0.01% 314
2013
Q4 		$542K Buy
9,823
+3,416
+53% +$183K 0.01% 347
2013
Q3 		$333K Buy
+6,407
New +$291K ﹤0.01% 422

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Horizon Kinetics's CRM Position: Q4 2018 in Review

Horizon Kinetics reduced its Salesforce (CRM) stake by 6.7% in Q4 2018, selling an estimated $24.1K and leaving 2,439 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #301.

Horizon Kinetics first reported a position in CRM in Q3 2013 and has held it in 22 quarters since. The position peaked at $864K in Q2 2015. 1,303 funds tracked by Wall St. Rank hold CRM as of Q4 2018.

  • Horizon Kinetics held 2,439 shares of Salesforce worth $334K as of Q4 2018.
  • Horizon Kinetics sold 175 Salesforce shares in Q4 2018, an estimated $24.1K.
  • Salesforce made up 0.01% of Horizon Kinetics's portfolio in Q4 2018, its #301 holding.
  • Horizon Kinetics first reported a position in Salesforce in Q3 2013 and has held it in 22 quarters since.
  • Horizon Kinetics's Salesforce position peaked at $864K in Q2 2015.
  • 1,303 funds tracked by Wall St. Rank held Salesforce as of Q4 2018.

Based on Horizon Kinetics's 13F filing for Q4 2018, filed 14 Feb 2019.