MFW
CRM icon

Mosaic Family Wealth’s Salesforce CRM Stock Holding History

Mosaic Family Wealth’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
Q2 		– Sell
-146
Closed -$23K – 256
2019
Q1 		$23K Buy
146
+46
+46% +$7.13K 0.01% 418
2018
Q4 		$14K Hold
100
– – 0.01% 452
2018
Q3 		$13K Hold
100
– – 0.01% 477
2018
Q2 		$14K Buy
+100
New +$12.8K 0.01% 498
2017
Q3 		– Sell
-400
Closed -$35K – 922
2017
Q2 		$35K Buy
400
+237
+145% +$20.6K 0.01% 368
2017
Q1 		$13K Buy
+163
New +$13K 0.01% 488
2016
Q3 		– Sell
-16
Closed -$2K – 753
2016
Q2 		$2K Sell
16
-5
-24% -$392 ﹤0.01% 718
2016
Q1 		$1K Buy
21
+10
+91% +$689 ﹤0.01% 753
2015
Q4 		$0 Buy
+11
New +$859 ﹤0.01% 767

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mosaic Family Wealth's CRM Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Salesforce (CRM) in Q2 2019, closing a stake of 146 shares — an estimated $23K sold.

Mosaic Family Wealth first reported a position in CRM in Q4 2015 and held it in 9 quarters. The position peaked at $35K in Q2 2017. 1,379 funds tracked by Wall St. Rank hold CRM as of Q2 2019.

  • Mosaic Family Wealth reported no remaining Salesforce position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 146 Salesforce shares in Q2 2019, an estimated $23K.
  • Mosaic Family Wealth first reported a position in Salesforce in Q4 2015 and held it in 9 quarters.
  • Mosaic Family Wealth's Salesforce position peaked at $35K in Q2 2017.
  • 1,379 funds tracked by Wall St. Rank held Salesforce as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.