JFA
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Johanson Financial Advisors’s Salesforce CRM Stock Holding History

Johanson Financial Advisors’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
2020
Q1 		– Sell
-116,938
Closed -$719K – 123
2019
Q4 		$719K Buy
+116,938
New +$18.3M 0.03% 165

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Johanson Financial Advisors's CRM Position: Q1 2020 in Review

Johanson Financial Advisors sold out of Salesforce (CRM) in Q1 2020, closing a stake of 116,938 shares — an estimated $719K sold.

Johanson Financial Advisors first reported a position in CRM in Q4 2019 and held it in 1 quarter. The position peaked at $719K in Q4 2019. 1,622 funds tracked by Wall St. Rank hold CRM as of Q1 2020.

  • Johanson Financial Advisors reported no remaining Salesforce position as of Q1 2020 after selling out during the quarter.
  • Johanson Financial Advisors sold 116,938 Salesforce shares in Q1 2020, an estimated $719K.
  • Johanson Financial Advisors first reported a position in Salesforce in Q4 2019 and held it in 1 quarter.
  • Johanson Financial Advisors's Salesforce position peaked at $719K in Q4 2019.
  • 1,622 funds tracked by Wall St. Rank held Salesforce as of Q1 2020.

Based on Johanson Financial Advisors's 13F filing for Q1 2020, filed 10 Apr 2020.