Mariner Wealth Advisors (Cincinnati)’s Salesforce CRM Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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 Q3	$256K	Buy	+1,608	New	+$239K	0.01%	260

Other funds holding CRM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati)'s CRM Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) opened a new position in Salesforce (CRM) in Q3 2018: 1,608 shares worth $256K. The stake represents 0.01% of the portfolio and ranks #260 among its holdings.

1,219 funds tracked by Wall St. Rank hold CRM as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 1,608 shares of Salesforce worth $256K as of Q3 2018.
Salesforce was a new Mariner Wealth Advisors (Cincinnati) position in Q3 2018.
Salesforce made up 0.01% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #260 holding.
1,219 funds tracked by Wall St. Rank held Salesforce as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.