OWD
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Osborn Williams & Donohoe’s Salesforce CRM Stock Holding History

Osborn Williams & Donohoe’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 		$2.35M Buy
16,310
+115
+0.7% +$19.7K 0.31% 84
2019
Q4 		$2.63M Buy
16,195
+1,945
+14% +$305K 0.26% 97
2019
Q3 		$2.12M Buy
14,250
+2,515
+21% +$382K 0.21% 118
2019
Q2 		$1.78M Buy
11,735
+300
+3% +$47K 0.18% 131
2019
Q1 		$1.84M Buy
11,435
+4,335
+61% +$672K 0.19% 134
2018
Q4 		$972K Buy
7,100
+5,000
+238% +$688K 0.17% 118
2018
Q3 		$334K Hold
2,100
– – 0.05% 200
2018
Q2 		$286K Hold
2,100
– – 0.05% 203
2018
Q1 		$244K Hold
2,100
– – 0.04% 205
2017
Q4 		$215K Buy
+2,100
New +$214K 0.04% 212
2016
Q3 		– Sell
-2,600
Closed -$206K – 227
2016
Q2 		$206K Buy
+2,600
New +$204K 0.04% 207
2016
Q1 		– Sell
-2,600
Closed -$204K – 225
2015
Q4 		$204K Buy
+2,600
New +$203K 0.04% 200

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

Osborn Williams & Donohoe's CRM Position: Q1 2020 in Review

Osborn Williams & Donohoe increased its Salesforce (CRM) stake by 0.71% in Q1 2020, buying an estimated $19.7K and bringing the position to 16,310 shares worth $2.35M. The position accounts for 0.31% of the portfolio, ranked #84.

Osborn Williams & Donohoe first reported a position in CRM in Q4 2015 and has held it in 12 quarters since. The position peaked at $2.63M in Q4 2019. 1,621 funds tracked by Wall St. Rank hold CRM as of Q1 2020.

  • Osborn Williams & Donohoe held 16,310 shares of Salesforce worth $2.35M as of Q1 2020.
  • Osborn Williams & Donohoe bought 115 Salesforce shares in Q1 2020, an estimated $19.7K.
  • Salesforce made up 0.31% of Osborn Williams & Donohoe's portfolio in Q1 2020, its #84 holding.
  • Osborn Williams & Donohoe first reported a position in Salesforce in Q4 2015 and has held it in 12 quarters since.
  • Osborn Williams & Donohoe's Salesforce position peaked at $2.63M in Q4 2019.
  • 1,621 funds tracked by Wall St. Rank held Salesforce as of Q1 2020.

Based on Osborn Williams & Donohoe's 13F filing for Q1 2020, filed 4 May 2020.