Patriot Wealth Management’s Salesforce CRM Stock Holding History

Patriot Wealth 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
2018 Q4	$5.22M	Buy	+38,116	New	+$5.24M	0.76%	48

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

Patriot Wealth Management's CRM Position: Q4 2018 in Review

Patriot Wealth Management opened a new position in Salesforce (CRM) in Q4 2018: 38,116 shares worth $5.22M. The stake represents 0.76% of the portfolio and ranks #48 among its holdings.

1,303 funds tracked by Wall St. Rank hold CRM as of Q4 2018.

Patriot Wealth Management held 38,116 shares of Salesforce worth $5.22M as of Q4 2018.
Salesforce was a new Patriot Wealth Management position in Q4 2018.
Salesforce made up 0.76% of Patriot Wealth Management's portfolio in Q4 2018, its #48 holding.
1,303 funds tracked by Wall St. Rank held Salesforce as of Q4 2018.

Based on Patriot Wealth Management's 13F filing for Q4 2018, filed 7 Jan 2019.