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Sander Capital Advisors’s Salesforce CRM Stock Holding History

Sander Capital 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
2019
Q2 		– Sell
-28,462
Closed -$4.51M – 11
2019
Q1 		$4.51M Buy
+28,462
New +$4.41M 3.19% 7
2018
Q4 		– Sell
-38,467
Closed -$6.12M – 10
2018
Q3 		$6.12M Buy
38,467
+34,961
+997% +$5.19M 4.18% 8
2018
Q2 		$478K Buy
+3,506
New +$447K 0.38% 11
2018
Q1 		– Sell
-150
Closed -$15K – 17
2017
Q4 		$15K Buy
+150
New +$15.3K 0.01% 19

Other funds holding CRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sander Capital Advisors's CRM Position: Q2 2019 in Review

Sander Capital Advisors sold out of Salesforce (CRM) in Q2 2019, closing a stake of 28,462 shares — an estimated $4.51M sold.

Sander Capital Advisors first reported a position in CRM in Q4 2017 and held it in 4 quarters. The position peaked at $6.12M in Q3 2018. 1,379 funds tracked by Wall St. Rank hold CRM as of Q2 2019.

  • Sander Capital Advisors reported no remaining Salesforce position as of Q2 2019 after selling out during the quarter.
  • Sander Capital Advisors sold 28,462 Salesforce shares in Q2 2019, an estimated $4.51M.
  • Sander Capital Advisors first reported a position in Salesforce in Q4 2017 and held it in 4 quarters.
  • Sander Capital Advisors's Salesforce position peaked at $6.12M in Q3 2018.
  • 1,379 funds tracked by Wall St. Rank held Salesforce as of Q2 2019.

Based on Sander Capital Advisors's 13F filing for Q2 2019, filed 25 Jul 2019.