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Institutional Venture Management XV’s Salesforce CRM Stock Holding History

Institutional Venture Management XV’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 		– Sell
-34,797
Closed -$5.53M – 5
2018
Q3 		$5.53M Hold
34,797
– – 7.45% 3
2018
Q2 		$4.75M Hold
34,797
– – 5.69% 4
2018
Q1 		$4.05M Hold
34,797
– – 5.23% 3
2017
Q4 		$3.56M Buy
+34,797
New +$3.55M 3.05% 5

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
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

Institutional Venture Management XV's CRM Position: Q4 2018 in Review

Institutional Venture Management XV sold out of Salesforce (CRM) in Q4 2018, closing a stake of 34,797 shares — an estimated $5.53M sold.

Institutional Venture Management XV first reported a position in CRM in Q4 2017 and held it in 4 quarters. The position peaked at $5.53M in Q3 2018. 1,303 funds tracked by Wall St. Rank hold CRM as of Q4 2018.

  • Institutional Venture Management XV reported no remaining Salesforce position as of Q4 2018 after selling out during the quarter.
  • Institutional Venture Management XV sold 34,797 Salesforce shares in Q4 2018, an estimated $5.53M.
  • Institutional Venture Management XV first reported a position in Salesforce in Q4 2017 and held it in 4 quarters.
  • Institutional Venture Management XV's Salesforce position peaked at $5.53M in Q3 2018.
  • 1,303 funds tracked by Wall St. Rank held Salesforce as of Q4 2018.

Based on Institutional Venture Management XV's 13F filing for Q4 2018, filed 14 Feb 2019.