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Jana Partners’s Salesforce CRM Stock Holding History

Jana Partners’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
Q1 		– Sell
-115,000
Closed -$15.8M – 15
2018
Q4 		$15.8M Buy
+115,000
New +$15.8M 0.72% 29
2017
Q4 		– Sell
-936,490
Closed -$87.5M – 35
2017
Q3 		$87.5M Sell
936,490
-98,789
-10% -$9.09M 1.79% 18
2017
Q2 		$89.7M Sell
1,035,279
-745,315
-42% -$64.9M 1.27% 24
2017
Q1 		$147M Sell
1,780,594
-1,388,695
-44% -$111M 2.73% 14
2016
Q4 		$217M Buy
+3,169,289
New +$230M 3.8% 11

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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

Jana Partners's CRM Position: Q1 2019 in Review

Jana Partners sold out of Salesforce (CRM) in Q1 2019, closing a stake of 115,000 shares — an estimated $15.8M sold.

Jana Partners first reported a position in CRM in Q4 2016 and held it in 5 quarters. The position peaked at $217M in Q4 2016. 1,416 funds tracked by Wall St. Rank hold CRM as of Q1 2019.

  • Jana Partners reported no remaining Salesforce position as of Q1 2019 after selling out during the quarter.
  • Jana Partners sold 115,000 Salesforce shares in Q1 2019, an estimated $15.8M.
  • Jana Partners first reported a position in Salesforce in Q4 2016 and held it in 5 quarters.
  • Jana Partners's Salesforce position peaked at $217M in Q4 2016.
  • 1,416 funds tracked by Wall St. Rank held Salesforce as of Q1 2019.

Based on Jana Partners's 13F filing for Q1 2019, filed 15 May 2019.