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Piedmont Investment Advisors’s Salesforce CRM Stock Holding History

Piedmont Investment Advisors’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
Q2 		– Sell
-111,673
Closed -$16.1M – 152
2020
Q1 		$16.1M Buy
111,673
+12,669
+13% +$2.17M 0.64% 27
2019
Q4 		$16.1M Buy
99,004
+4,459
+5% +$699K 0.56% 31
2019
Q3 		$14M Buy
94,545
+10,044
+12% +$1.53M 0.54% 36
2019
Q2 		$12.8M Buy
84,501
+404
+0.5% +$63.3K 0.51% 36
2019
Q1 		$13.3M Sell
84,097
-9,410
-10% -$1.46M 0.54% 32
2018
Q4 		$12.8M Buy
93,507
+5,063
+6% +$696K 0.61% 34
2018
Q3 		$14.1M Buy
88,444
+58,064
+191% +$8.62M 0.59% 29
2018
Q2 		$4.14M Sell
30,380
-72,583
-70% -$9.26M 0.2% 120
2018
Q1 		$12M Sell
102,963
-42,466
-29% -$4.88M 0.32% 82
2017
Q4 		$14.9M Sell
145,429
-470
-0.3% -$47.9K 0.3% 89
2017
Q3 		$13.6M Buy
145,899
+1,384
+1% +$127K 0.29% 93
2017
Q2 		$12.5M Buy
144,515
+8,651
+6% +$753K 0.28% 97
2017
Q1 		$11.2M Buy
135,864
+1,224
+0.9% +$97.8K 0.23% 116
2016
Q4 		$9.22M Buy
134,640
+2,893
+2% +$210K 0.19% 139
2016
Q3 		$9.4M Sell
131,747
-13,616
-9% -$1.06M 0.2% 126
2016
Q2 		$11.5M Sell
145,363
-1,748
-1% -$137K 0.24% 111
2016
Q1 		$10.9M Buy
147,111
+2,260
+2% +$156K 0.23% 114
2015
Q4 		$11.4M Buy
144,851
+1,282
+0.9% +$100K 0.24% 110
2015
Q3 		$9.97M Buy
143,569
+1,148
+0.8% +$81.4K 0.23% 116
2015
Q2 		$9.92M Buy
+142,421
New +$10.1M 0.21% 129

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

Piedmont Investment Advisors's CRM Position: Q2 2020 in Review

Piedmont Investment Advisors sold out of Salesforce (CRM) in Q2 2020, closing a stake of 111,673 shares — an estimated $16.1M sold.

Piedmont Investment Advisors first reported a position in CRM in Q2 2015 and held it in 20 quarters. The position peaked at $16.1M in Q4 2019. 1,703 funds tracked by Wall St. Rank hold CRM as of Q2 2020.

  • Piedmont Investment Advisors reported no remaining Salesforce position as of Q2 2020 after selling out during the quarter.
  • Piedmont Investment Advisors sold 111,673 Salesforce shares in Q2 2020, an estimated $16.1M.
  • Piedmont Investment Advisors first reported a position in Salesforce in Q2 2015 and held it in 20 quarters.
  • Piedmont Investment Advisors's Salesforce position peaked at $16.1M in Q4 2019.
  • 1,703 funds tracked by Wall St. Rank held Salesforce as of Q2 2020.

Based on Piedmont Investment Advisors's 13F filing for Q2 2020.