IRON Financial’s Salesforce CRM Stock Holding History

IRON Financial’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	-1,350	Closed	-$200K	–	121
2019 Q3	$200K	Hold	1,350	–	–	0.15%	91
2019 Q2	$214K	Hold	1,350	–	–	0.2%	80
2019 Q1	$214K	Sell	1,350 -2,000	-60%	-$310K	0.14%	91
2018 Q4	$459K	Buy	+3,350	New	+$461K	0.36%	46

Other funds holding CRM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IRON Financial's CRM Position: Q4 2019 in Review

IRON Financial sold out of Salesforce (CRM) in Q4 2019, closing a stake of 1,350 shares — an estimated $200K sold.

IRON Financial first reported a position in CRM in Q4 2018 and held it in 4 quarters. The position peaked at $459K in Q4 2018. 1,583 funds tracked by Wall St. Rank hold CRM as of Q4 2019.

IRON Financial reported no remaining Salesforce position as of Q4 2019 after selling out during the quarter.
IRON Financial sold 1,350 Salesforce shares in Q4 2019, an estimated $200K.
IRON Financial first reported a position in Salesforce in Q4 2018 and held it in 4 quarters.
IRON Financial's Salesforce position peaked at $459K in Q4 2018.
1,583 funds tracked by Wall St. Rank held Salesforce as of Q4 2019.

Based on IRON Financial's 13F filing for Q4 2019, filed 30 Jan 2020.