O'Brien Wealth Partners’s Salesforce CRM Stock Holding History

O'Brien 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
2018 Q4	–	Sell	-66	Closed	-$10K	–	84
2018 Q3	$10K	Buy	+66	New	+$9.79K	0.01%	128

Other funds holding CRM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

TCIM

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

O'Brien Wealth Partners's CRM Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of Salesforce (CRM) in Q4 2018, closing a stake of 66 shares — an estimated $10K sold.

O'Brien Wealth Partners first reported a position in CRM in Q3 2018 and held it in 1 quarter. The position peaked at $10K in Q3 2018. 1,303 funds tracked by Wall St. Rank hold CRM as of Q4 2018.

O'Brien Wealth Partners reported no remaining Salesforce position as of Q4 2018 after selling out during the quarter.
O'Brien Wealth Partners sold 66 Salesforce shares in Q4 2018, an estimated $10K.
O'Brien Wealth Partners first reported a position in Salesforce in Q3 2018 and held it in 1 quarter.
O'Brien Wealth Partners's Salesforce position peaked at $10K in Q3 2018.
1,303 funds tracked by Wall St. Rank held Salesforce as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.