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MYCIO Wealth Partners’s Salesforce CRM Stock Holding History

MYCIO Wealth Partners’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
Q1 		– Sell
-2,193
Closed -$357K – 91
2019
Q4 		$357K Sell
2,193
-314
-13% -$49.2K 0.02% 242
2019
Q3 		$372K Sell
2,507
-326
-12% -$49.5K 0.03% 215
2019
Q2 		$430K Hold
2,833
– – 0.03% 185
2019
Q1 		$449K Hold
2,833
– – 0.04% 170
2018
Q4 		$388K Buy
2,833
+70
+3% +$9.63K 0.04% 177
2018
Q3 		$439K Sell
2,763
-392
-12% -$58.2K 0.04% 169
2018
Q2 		$430K Hold
3,155
– – 0.04% 173
2018
Q1 		$367K Buy
3,155
+40
+1% +$4.59K 0.04% 161
2017
Q4 		$318K Buy
3,115
+282
+10% +$28.7K 0.03% 188
2017
Q3 		$265K Sell
2,833
-81
-3% -$7.45K 0.03% 208
2017
Q2 		$252K Sell
2,914
-1,321
-31% -$115K 0.03% 194
2017
Q1 		$349K Buy
+4,235
New +$338K 0.04% 163
2016
Q4 		– Sell
-2,635
Closed -$188K – 304
2016
Q3 		$188K Buy
2,635
+756
+40% +$59K 0.03% 185
2016
Q2 		$149K Buy
1,879
+44
+2% +$3.45K 0.03% 207
2016
Q1 		$135K Hold
1,835
– – 0.02% 191
2015
Q4 		$144K Sell
1,835
-8
-0.4% -$625 0.03% 175
2015
Q3 		$128K Buy
1,843
+8
+0.4% +$567 0.03% 176
2015
Q2 		$128K Sell
1,835
-350
-16% -$24.9K 0.02% 179
2015
Q1 		$146K Hold
2,185
– – 0.03% 171
2014
Q4 		$130K Hold
2,185
– – 0.03% 173
2014
Q3 		$126K Hold
2,185
– – 0.03% 170
2014
Q2 		$127K Hold
2,185
– – 0.03% 174
2014
Q1 		$125K Buy
+2,185
New +$131K 0.03% 170

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MYCIO Wealth Partners's CRM Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of Salesforce (CRM) in Q1 2020, closing a stake of 2,193 shares — an estimated $357K sold.

MYCIO Wealth Partners first reported a position in CRM in Q1 2014 and held it in 23 quarters. The position peaked at $449K in Q1 2019. 1,621 funds tracked by Wall St. Rank hold CRM as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining Salesforce position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 2,193 Salesforce shares in Q1 2020, an estimated $357K.
  • MYCIO Wealth Partners first reported a position in Salesforce in Q1 2014 and held it in 23 quarters.
  • MYCIO Wealth Partners's Salesforce position peaked at $449K in Q1 2019.
  • 1,621 funds tracked by Wall St. Rank held Salesforce as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.