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Partner Investment Management’s Salesforce CRM Stock Holding History

Partner Investment Management’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
Q4 		– Sell
-10,032
Closed -$1.49M – 44
2019
Q3 		$1.49M Sell
10,032
-7,020
-41% -$1.07M 2.55% 12
2019
Q2 		$2.59M Buy
17,052
+10,809
+173% +$1.69M 2.75% 6
2019
Q1 		$989K Sell
6,243
-9,058
-59% -$1.4M 1.14% 35
2018
Q4 		$2.1M Buy
15,301
+1,167
+8% +$161K 2.62% 9
2018
Q3 		$2.25M Sell
14,134
-5,019
-26% -$745K 1.72% 14
2018
Q2 		$2.61M Buy
19,153
+4,770
+33% +$609K 2.11% 8
2018
Q1 		$1.67M Sell
14,383
-6,956
-33% -$799K 1.81% 19
2017
Q4 		$2.18M Sell
21,339
-936
-4% -$95.4K 2.51% 8
2017
Q3 		$2.08M Buy
22,275
+12,356
+125% +$1.14M 1.97% 14
2017
Q2 		$859K Buy
+9,919
New +$864K 1.15% 31
2017
Q1 		– Sell
-19,440
Closed -$1.33M – 98
2016
Q4 		$1.33M Buy
19,440
+13,249
+214% +$962K 1.76% 19
2016
Q3 		$442K Buy
+6,191
New +$483K 0.66% 55
2016
Q2 		– Sell
-6,080
Closed -$449K – 82
2016
Q1 		$449K Buy
+6,080
New +$419K 0.73% 45
2014
Q2 		– Sell
-108,923
Closed -$6.22M – 67
2014
Q1 		$6.22M Sell
108,923
-71,284
-40% -$4.26M 1.15% 31
2013
Q4 		$9.95M Buy
180,207
+408
+0.2% +$21.8K 2.26% 20
2013
Q3 		$9.33M Buy
179,799
+113,949
+173% +$5.17M 2.49% 15
2013
Q2 		$2.51M Buy
+65,850
New +$2.72M 0.57% 40

Other funds holding CRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Partner Investment Management's CRM Position: Q4 2019 in Review

Partner Investment Management sold out of Salesforce (CRM) in Q4 2019, closing a stake of 10,032 shares — an estimated $1.49M sold.

Partner Investment Management first reported a position in CRM in Q2 2013 and held it in 17 quarters. The position peaked at $9.95M in Q4 2013. 1,583 funds tracked by Wall St. Rank hold CRM as of Q4 2019.

  • Partner Investment Management reported no remaining Salesforce position as of Q4 2019 after selling out during the quarter.
  • Partner Investment Management sold 10,032 Salesforce shares in Q4 2019, an estimated $1.49M.
  • Partner Investment Management first reported a position in Salesforce in Q2 2013 and held it in 17 quarters.
  • Partner Investment Management's Salesforce position peaked at $9.95M in Q4 2013.
  • 1,583 funds tracked by Wall St. Rank held Salesforce as of Q4 2019.

Based on Partner Investment Management's 13F filing for Q4 2019, filed 14 Feb 2020.