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Rothschild & Co Wealth Management (UK)’s Salesforce CRM Stock Holding History

Rothschild & Co Wealth Management (UK)’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
-1,800
Closed -$273K – 45
2019
Q2 		$273K Buy
+1,800
New +$282K 0.01% 38

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

Rothschild & Co Wealth Management (UK)'s CRM Position: Q3 2019 in Review

Rothschild & Co Wealth Management (UK) sold out of Salesforce (CRM) in Q3 2019, closing a stake of 1,800 shares — an estimated $273K sold.

Rothschild & Co Wealth Management (UK) first reported a position in CRM in Q2 2019 and held it in 1 quarter. The position peaked at $273K in Q2 2019. 1,425 funds tracked by Wall St. Rank hold CRM as of Q3 2019.

  • Rothschild & Co Wealth Management (UK) reported no remaining Salesforce position as of Q3 2019 after selling out during the quarter.
  • Rothschild & Co Wealth Management (UK) sold 1,800 Salesforce shares in Q3 2019, an estimated $273K.
  • Rothschild & Co Wealth Management (UK) first reported a position in Salesforce in Q2 2019 and held it in 1 quarter.
  • Rothschild & Co Wealth Management (UK)'s Salesforce position peaked at $273K in Q2 2019.
  • 1,425 funds tracked by Wall St. Rank held Salesforce as of Q3 2019.

Based on Rothschild & Co Wealth Management (UK)'s 13F filing for Q3 2019, filed 2 Dec 2019.