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PDT Partners’s Salesforce CRM Stock Holding History

PDT 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
2019
Q1 		– Sell
-56,303
Closed -$7.71M – 454
2018
Q4 		$7.71M Sell
56,303
-39
-0.1% -$5.37K 0.43% 88
2018
Q3 		$8.96M Sell
56,342
-36,258
-39% -$5.38M 0.37% 93
2018
Q2 		$12.6M Sell
92,600
-74
-0.1% -$9.44K 0.48% 59
2018
Q1 		$10.8M Buy
92,674
+74
+0.1% +$8.5K 0.36% 88
2017
Q4 		$9.47M Hold
92,600
– – 0.27% 125
2017
Q3 		$8.65M Buy
92,600
+5,100
+6% +$469K 0.29% 129
2017
Q2 		$7.58M Sell
87,500
-325
-0.4% -$28.3K 0.3% 122
2017
Q1 		$7.25M Buy
87,825
+325
+0.4% +$26K 0.38% 98
2016
Q4 		$5.99M Sell
87,500
-28,900
-25% -$2.1M 0.39% 91
2016
Q3 		$8.3M Buy
116,400
+30,200
+35% +$2.36M 0.49% 80
2016
Q2 		$6.84M Buy
+86,200
New +$6.77M 0.54% 74
2015
Q1 		– Sell
-80,700
Closed -$4.79M – 1370
2014
Q4 		$4.79M Hold
80,700
– – 0.45% 49
2014
Q3 		$4.64M Buy
80,700
+7,000
+9% +$394K 0.12% 215
2014
Q2 		$4.28M Buy
73,700
+300
+0.4% +$16.2K 0.11% 224
2014
Q1 		$4.19M Hold
73,400
– – 0.1% 252
2013
Q4 		$4.05M Buy
73,400
+58,500
+393% +$3.13M 0.49% 34
2013
Q3 		$773K Buy
+14,900
New +$676K 0.02% 870

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

PDT Partners's CRM Position: Q1 2019 in Review

PDT Partners sold out of Salesforce (CRM) in Q1 2019, closing a stake of 56,303 shares — an estimated $7.71M sold.

PDT Partners first reported a position in CRM in Q3 2013 and held it in 17 quarters. The position peaked at $12.6M in Q2 2018. 1,416 funds tracked by Wall St. Rank hold CRM as of Q1 2019.

  • PDT Partners reported no remaining Salesforce position as of Q1 2019 after selling out during the quarter.
  • PDT Partners sold 56,303 Salesforce shares in Q1 2019, an estimated $7.71M.
  • PDT Partners first reported a position in Salesforce in Q3 2013 and held it in 17 quarters.
  • PDT Partners's Salesforce position peaked at $12.6M in Q2 2018.
  • 1,416 funds tracked by Wall St. Rank held Salesforce as of Q1 2019.

Based on PDT Partners's 13F filing for Q1 2019, filed 15 May 2019.