NPC
CRM icon

National Planning Corporation’s Salesforce CRM Stock Holding History

National Planning Corporation’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
2017
Q4 		– Sell
-3,896
Closed -$364K – 142
2017
Q3 		$364K Buy
3,896
+797
+26% +$73.3K 0.03% 456
2017
Q2 		$267K Buy
+3,099
New +$270K 0.02% 591
2015
Q1 		– Sell
-1,461
Closed -$83.2K – 912
2014
Q4 		$83.2K Sell
1,461
-8,291
-85% -$489K 0.01% 1004
2014
Q3 		$570K Sell
9,752
-22
-0.2% -$1.24K 0.04% 369
2014
Q2 		$568K Buy
+9,774
New +$528K 0.04% 361

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

National Planning Corporation's CRM Position: Q4 2017 in Review

National Planning Corporation sold out of Salesforce (CRM) in Q4 2017, closing a stake of 3,896 shares — an estimated $364K sold.

National Planning Corporation first reported a position in CRM in Q2 2014 and held it in 5 quarters. The position peaked at $570K in Q3 2014. 1,003 funds tracked by Wall St. Rank hold CRM as of Q4 2017.

  • National Planning Corporation reported no remaining Salesforce position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 3,896 Salesforce shares in Q4 2017, an estimated $364K.
  • National Planning Corporation first reported a position in Salesforce in Q2 2014 and held it in 5 quarters.
  • National Planning Corporation's Salesforce position peaked at $570K in Q3 2014.
  • 1,003 funds tracked by Wall St. Rank held Salesforce as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.