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Secor Capital Advisors’s Salesforce CRM Stock Holding History

Secor 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
-21,305
Closed -$3.37M – 75
2019
Q1 		$3.37M Buy
+21,305
New +$3.3M 0.7% 29
2018
Q3 		– Sell
-12,249
Closed -$1.82M – 448
2018
Q2 		$1.67M Sell
12,249
-66,246
-84% -$8.45M 0.14% 224
2018
Q1 		$9.13M Buy
+78,495
New +$9.01M 0.75% 5
2017
Q2 		– Sell
-21
Closed -$2K – 480
2017
Q1 		$2K Sell
21
-117,870
-100% -$9.42M ﹤0.01% 448
2016
Q4 		$8.07M Sell
117,891
-4,240
-3% -$308K 0.99% 10
2016
Q3 		$8.71M Buy
122,131
+25,362
+26% +$1.98M 0.95% 5
2016
Q2 		$7.68M Buy
96,769
+43,273
+81% +$3.4M 0.97% 6
2016
Q1 		$3.95M Buy
53,496
+20,665
+63% +$1.42M 0.54% 35
2015
Q4 		$2.57M Buy
+32,831
New +$2.56M 0.73% 7

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Secor Capital Advisors sold out of Salesforce (CRM) in Q2 2019, closing a stake of 21,305 shares — an estimated $3.37M sold.

Secor Capital Advisors first reported a position in CRM in Q4 2015 and held it in 9 quarters. The position peaked at $9.13M in Q1 2018. 1,379 funds tracked by Wall St. Rank hold CRM as of Q2 2019.

  • Secor Capital Advisors reported no remaining Salesforce position as of Q2 2019 after selling out during the quarter.
  • Secor Capital Advisors sold 21,305 Salesforce shares in Q2 2019, an estimated $3.37M.
  • Secor Capital Advisors first reported a position in Salesforce in Q4 2015 and held it in 9 quarters.
  • Secor Capital Advisors's Salesforce position peaked at $9.13M in Q1 2018.
  • 1,379 funds tracked by Wall St. Rank held Salesforce as of Q2 2019.

Based on Secor Capital Advisors's 13F filing for Q2 2019.