PSC
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Piper Sandler & Co’s Salesforce CRM Stock Holding History

Piper Sandler & Co’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
Q3 		– Sell
-38
Closed -$6K – 23
2019
Q2 		$6K Buy
+38
New +$5.96K 0.01% 13
2014
Q4 		– Sell
-22
Closed -$1K – 139
2014
Q3 		$1K Buy
+22
New +$1.24K ﹤0.01% 131
2014
Q2 		– Sell
-10,000
Closed -$571K – 126
2014
Q1 		$571K Buy
+10,000
New +$598K 0.5% 20

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Piper Sandler & Co's CRM Position: Q3 2019 in Review

Piper Sandler & Co sold out of Salesforce (CRM) in Q3 2019, closing a stake of 38 shares — an estimated $6K sold.

Piper Sandler & Co first reported a position in CRM in Q1 2014 and held it in 3 quarters. The position peaked at $571K in Q1 2014. 1,425 funds tracked by Wall St. Rank hold CRM as of Q3 2019.

  • Piper Sandler & Co reported no remaining Salesforce position as of Q3 2019 after selling out during the quarter.
  • Piper Sandler & Co sold 38 Salesforce shares in Q3 2019, an estimated $6K.
  • Piper Sandler & Co first reported a position in Salesforce in Q1 2014 and held it in 3 quarters.
  • Piper Sandler & Co's Salesforce position peaked at $571K in Q1 2014.
  • 1,425 funds tracked by Wall St. Rank held Salesforce as of Q3 2019.

Based on Piper Sandler & Co's 13F filing for Q3 2019, filed 14 Nov 2019.