Private Vista’s Salesforce CRM Stock Holding History

Private Vista’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 Q1	–	Sell	-1,312	Closed	-$212K	–	144
2019 Q4	$212K	Buy	+1,312	New	+$206K	0.06%	137

Other funds holding CRM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Private Vista's CRM Position: Q1 2020 in Review

Private Vista sold out of Salesforce (CRM) in Q1 2020, closing a stake of 1,312 shares — an estimated $212K sold.

Private Vista first reported a position in CRM in Q4 2019 and held it in 1 quarter. The position peaked at $212K in Q4 2019. 1,622 funds tracked by Wall St. Rank hold CRM as of Q1 2020.

Private Vista reported no remaining Salesforce position as of Q1 2020 after selling out during the quarter.
Private Vista sold 1,312 Salesforce shares in Q1 2020, an estimated $212K.
Private Vista first reported a position in Salesforce in Q4 2019 and held it in 1 quarter.
Private Vista's Salesforce position peaked at $212K in Q4 2019.
1,622 funds tracked by Wall St. Rank held Salesforce as of Q1 2020.

Based on Private Vista's 13F filing for Q1 2020, filed 4 May 2020.