NEXT Financial Holdings’s Salesforce CRM Stock Holding History

NEXT Financial Holdings’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 Q1	$903K	Buy	+5,707	New	+$885K	0.23%	51

Other funds holding CRM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

NEXT Financial Holdings's CRM Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Salesforce (CRM) in Q1 2019: 5,707 shares worth $903K. The stake represents 0.23% of the portfolio and ranks #51 among its holdings.

1,416 funds tracked by Wall St. Rank hold CRM as of Q1 2019.

NEXT Financial Holdings held 5,707 shares of Salesforce worth $903K as of Q1 2019.
Salesforce was a new NEXT Financial Holdings position in Q1 2019.
Salesforce made up 0.23% of NEXT Financial Holdings's portfolio in Q1 2019, its #51 holding.
1,416 funds tracked by Wall St. Rank held Salesforce as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.