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CRM icon

MANA Advisors’s Salesforce CRM Stock Holding History

MANA 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
Q2 		– Sell
-1,819
Closed -$262K – 91
2020
Q1 		$262K Buy
+1,819
New +$312K 5.59% 6
2019
Q3 		– Sell
-3,552
Closed -$539K – 116
2019
Q2 		$539K Buy
+3,552
New +$557K 1.19% 14
2018
Q1 		– Sell
-4,597
Closed -$470K – 226
2017
Q4 		$470K Buy
+4,597
New +$468K 0.2% 191

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MANA Advisors's CRM Position: Q2 2020 in Review

MANA Advisors sold out of Salesforce (CRM) in Q2 2020, closing a stake of 1,819 shares — an estimated $262K sold.

MANA Advisors first reported a position in CRM in Q4 2017 and held it in 3 quarters. The position peaked at $539K in Q2 2019. 1,703 funds tracked by Wall St. Rank hold CRM as of Q2 2020.

  • MANA Advisors reported no remaining Salesforce position as of Q2 2020 after selling out during the quarter.
  • MANA Advisors sold 1,819 Salesforce shares in Q2 2020, an estimated $262K.
  • MANA Advisors first reported a position in Salesforce in Q4 2017 and held it in 3 quarters.
  • MANA Advisors's Salesforce position peaked at $539K in Q2 2019.
  • 1,703 funds tracked by Wall St. Rank held Salesforce as of Q2 2020.

Based on MANA Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.