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JOYN Advisors’s Salesforce CRM Stock Holding History

JOYN 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
2019
Q1 		– Sell
-1,121
Closed -$154K – 388
2018
Q4 		$154K Buy
1,121
+393
+54% +$54.1K 0.03% 141
2018
Q3 		$116K Buy
728
+143
+24% +$21.2K 0.02% 197
2018
Q2 		$80K Buy
585
+319
+120% +$40.7K 0.02% 271
2018
Q1 		$31K Buy
+266
New +$30.5K 0.01% 583

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

JOYN Advisors's CRM Position: Q1 2019 in Review

JOYN Advisors sold out of Salesforce (CRM) in Q1 2019, closing a stake of 1,121 shares — an estimated $154K sold.

JOYN Advisors first reported a position in CRM in Q1 2018 and held it in 4 quarters. The position peaked at $154K in Q4 2018. 1,416 funds tracked by Wall St. Rank hold CRM as of Q1 2019.

  • JOYN Advisors reported no remaining Salesforce position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 1,121 Salesforce shares in Q1 2019, an estimated $154K.
  • JOYN Advisors first reported a position in Salesforce in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Salesforce position peaked at $154K in Q4 2018.
  • 1,416 funds tracked by Wall St. Rank held Salesforce as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.