JMH
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J.M. Hartwell’s Salesforce CRM Stock Holding History

J.M. Hartwell’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
Q3 		$1.14M Buy
7,675
+3,825
+99% +$581K 0.2% 27
2019
Q2 		$584K Buy
+3,850
New +$603K 0.11% 44
2013
Q3 		– Sell
-14,000
Closed -$535K – 99
2013
Q2 		$535K Buy
+14,000
New +$578K 0.13% 57

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

J.M. Hartwell's CRM Position: Q3 2019 in Review

J.M. Hartwell increased its Salesforce (CRM) stake by 99% in Q3 2019, buying an estimated $581K and bringing the position to 7,675 shares worth $1.14M. The position accounts for 0.2% of the portfolio, ranked #27.

J.M. Hartwell first reported a position in CRM in Q2 2013 and has held it in 3 quarters since. 1,425 funds tracked by Wall St. Rank hold CRM as of Q3 2019.

  • J.M. Hartwell held 7,675 shares of Salesforce worth $1.14M as of Q3 2019.
  • J.M. Hartwell bought 3,825 Salesforce shares in Q3 2019, an estimated $581K.
  • Salesforce made up 0.2% of J.M. Hartwell's portfolio in Q3 2019, its #27 holding.
  • J.M. Hartwell first reported a position in Salesforce in Q2 2013 and has held it in 3 quarters since.
  • 1,425 funds tracked by Wall St. Rank held Salesforce as of Q3 2019.

Based on J.M. Hartwell's 13F filing for Q3 2019, filed 7 Oct 2019.