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New England Investment & Retirement Group’s Salesforce CRM Stock Holding History

New England Investment & Retirement Group’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
Q2 		– Sell
-60
Closed -$9K – 93
2020
Q1 		$9K Buy
+60
New +$10.3K ﹤0.01% 146
2019
Q3 		– Sell
-4,048
Closed -$614K – 59
2019
Q2 		$614K Buy
4,048
+1,002
+33% +$157K 0.25% 42
2019
Q1 		$482K Buy
+3,046
New +$472K 0.22% 45

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

New England Investment & Retirement Group's CRM Position: Q2 2020 in Review

New England Investment & Retirement Group sold out of Salesforce (CRM) in Q2 2020, closing a stake of 60 shares — an estimated $9K sold.

New England Investment & Retirement Group first reported a position in CRM in Q1 2019 and held it in 3 quarters. The position peaked at $614K in Q2 2019. 1,704 funds tracked by Wall St. Rank hold CRM as of Q2 2020.

  • New England Investment & Retirement Group reported no remaining Salesforce position as of Q2 2020 after selling out during the quarter.
  • New England Investment & Retirement Group sold 60 Salesforce shares in Q2 2020, an estimated $9K.
  • New England Investment & Retirement Group first reported a position in Salesforce in Q1 2019 and held it in 3 quarters.
  • New England Investment & Retirement Group's Salesforce position peaked at $614K in Q2 2019.
  • 1,704 funds tracked by Wall St. Rank held Salesforce as of Q2 2020.

Based on New England Investment & Retirement Group's 13F filing for Q2 2020, filed 3 Aug 2020.