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Morgens Waterfall Vintiadis & Co’s Salesforce CRM Stock Holding History

Morgens Waterfall Vintiadis & Co’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
2024
Q1 		– Sell
-2,800
Closed -$737K – 39
2023
Q4 		$737K Buy
+2,800
New +$634K 0.55% 29

Other funds holding CRM

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgens Waterfall Vintiadis & Co's CRM Position: Q1 2019 in Review

Morgens Waterfall Vintiadis & Co sold out of Salesforce (CRM) in Q1 2019, closing a stake of 5,000 shares — an estimated $685K sold.

Morgens Waterfall Vintiadis & Co first reported a position in CRM in Q1 2016 and held it in 6 quarters. The position peaked at $5.12M in Q1 2018. 1,416 funds tracked by Wall St. Rank hold CRM as of Q1 2019.

  • Morgens Waterfall Vintiadis & Co reported no remaining Salesforce position as of Q1 2019 after selling out during the quarter.
  • Morgens Waterfall Vintiadis & Co sold 5,000 Salesforce shares in Q1 2019, an estimated $685K.
  • Morgens Waterfall Vintiadis & Co first reported a position in Salesforce in Q1 2016 and held it in 6 quarters.
  • Morgens Waterfall Vintiadis & Co's Salesforce position peaked at $5.12M in Q1 2018.
  • 1,416 funds tracked by Wall St. Rank held Salesforce as of Q1 2019.

Based on Morgens Waterfall Vintiadis & Co's 13F filing for Q1 2019, filed 15 May 2019.