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Marble Arch Investments’s Salesforce CRM Stock Holding History

Marble Arch Investments’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
2018
Q2 		$5.52M Sell
40,500
-375,900
-90% -$48M 6.71% 7
2018
Q1 		$48.4M Sell
416,400
-130,400
-24% -$15M 3.76% 15
2017
Q4 		$55.9M Buy
546,800
+99,600
+22% +$10.2M 4.3% 11
2017
Q3 		$41.8M Buy
447,200
+199,200
+80% +$18.3M 2.77% 17
2017
Q2 		$21.5M Buy
+248,000
New +$21.6M 1.51% 16

Other funds holding CRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Marble Arch Investments's CRM Position: Q2 2018 in Review

Marble Arch Investments reduced its Salesforce (CRM) stake by 90% in Q2 2018, selling an estimated $48M and leaving 40,500 shares worth $5.52M. The position accounts for 6.71% of the portfolio, ranked #7.

Marble Arch Investments first reported a position in CRM in Q2 2017 and has held it in 5 quarters since. The position peaked at $55.9M in Q4 2017. 1,143 funds tracked by Wall St. Rank hold CRM as of Q2 2018.

  • Marble Arch Investments held 40,500 shares of Salesforce worth $5.52M as of Q2 2018.
  • Marble Arch Investments sold 375,900 Salesforce shares in Q2 2018, an estimated $48M.
  • Salesforce made up 6.71% of Marble Arch Investments's portfolio in Q2 2018, its #7 holding.
  • Marble Arch Investments first reported a position in Salesforce in Q2 2017 and has held it in 5 quarters since.
  • Marble Arch Investments's Salesforce position peaked at $55.9M in Q4 2017.
  • 1,143 funds tracked by Wall St. Rank held Salesforce as of Q2 2018.

Based on Marble Arch Investments's 13F filing for Q2 2018, filed 14 Aug 2018.