PAS
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Partnervest Advisory Services’s Salesforce CRM Stock Holding History

Partnervest Advisory Services’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
Q3 		$1.24M Buy
4,938
+203
+4% +$44.4K 0.39% 51
2020
Q2 		$887K Buy
4,735
+202
+4% +$34K 0.33% 62
2020
Q1 		$653K Buy
4,533
+874
+24% +$150K 0.29% 66
2019
Q4 		$595K Sell
3,659
-161
-4% -$25.2K 0.22% 79
2019
Q3 		$567K Buy
3,820
+305
+9% +$46.4K 0.2% 95
2019
Q2 		$533K Sell
3,515
-60
-2% -$9.4K 0.21% 86
2019
Q1 		$566K Sell
3,575
-39
-1% -$6.04K 0.23% 80
2018
Q4 		$495K Buy
3,614
+1,094
+43% +$150K 0.24% 88
2018
Q3 		$401K Buy
2,520
+170
+7% +$25.2K 0.16% 133
2018
Q2 		$321K Sell
2,350
-70
-3% -$8.93K 0.15% 137
2018
Q1 		$281K Sell
2,420
-315
-12% -$36.2K 0.13% 149
2017
Q4 		$280K Sell
2,735
-100
-4% -$10.2K 0.14% 143
2017
Q3 		$265K Buy
2,835
+50
+2% +$4.6K 0.13% 149
2017
Q2 		$241K Buy
2,785
+140
+5% +$12.2K 0.11% 167
2017
Q1 		$218K Buy
+2,645
New +$211K 0.1% 177
2014
Q3 		– Sell
-400
Closed -$23K – 271
2014
Q2 		$23K Hold
400
– – 0.01% 505
2014
Q1 		$23K Hold
400
– – 0.01% 470
2013
Q4 		$22K Hold
400
– – 0.01% 447
2013
Q3 		$21K Hold
400
– – 0.01% 444
2013
Q2 		$15K Buy
+400
New +$16.5K 0.01% 495

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

Partnervest Advisory Services's CRM Position: Q3 2020 in Review

Partnervest Advisory Services increased its Salesforce (CRM) stake by 4.3% in Q3 2020, buying an estimated $44.4K and bringing the position to 4,938 shares worth $1.24M. The position accounts for 0.39% of the portfolio, ranked #51.

Partnervest Advisory Services first reported a position in CRM in Q2 2013 and has held it in 20 quarters since. 1,834 funds tracked by Wall St. Rank hold CRM as of Q3 2020.

  • Partnervest Advisory Services held 4,938 shares of Salesforce worth $1.24M as of Q3 2020.
  • Partnervest Advisory Services bought 203 Salesforce shares in Q3 2020, an estimated $44.4K.
  • Salesforce made up 0.39% of Partnervest Advisory Services's portfolio in Q3 2020, its #51 holding.
  • Partnervest Advisory Services first reported a position in Salesforce in Q2 2013 and has held it in 20 quarters since.
  • 1,834 funds tracked by Wall St. Rank held Salesforce as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.