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Seven Bridges Advisors’s Salesforce CRM Stock Holding History

Seven Bridges 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
2018
Q1 		– Sell
-11,600
Closed -$1.19M – 28
2017
Q4 		$1.19M Sell
11,600
-466
-4% -$47.5K 0.96% 28
2017
Q3 		$1.13M Buy
12,066
+3,181
+36% +$293K 0.95% 32
2017
Q2 		$769K Buy
8,885
+1,910
+27% +$166K 0.69% 47
2017
Q1 		$575K Sell
6,975
-2,372
-25% -$189K 0.55% 58
2016
Q4 		$640K Sell
9,347
-352
-4% -$25.5K 0.65% 43
2016
Q3 		$692K Buy
9,699
+256
+3% +$20K 0.61% 48
2016
Q2 		$750K Sell
9,443
-533
-5% -$41.8K 0.64% 49
2016
Q1 		$737K Buy
9,976
+1,042
+12% +$71.8K 0.58% 57
2015
Q4 		$700K Buy
+8,934
New +$698K 0.7% 45

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Seven Bridges Advisors's CRM Position: Q1 2018 in Review

Seven Bridges Advisors sold out of Salesforce (CRM) in Q1 2018, closing a stake of 11,600 shares — an estimated $1.19M sold.

Seven Bridges Advisors first reported a position in CRM in Q4 2015 and held it in 9 quarters. The position peaked at $1.19M in Q4 2017. 1,075 funds tracked by Wall St. Rank hold CRM as of Q1 2018.

  • Seven Bridges Advisors reported no remaining Salesforce position as of Q1 2018 after selling out during the quarter.
  • Seven Bridges Advisors sold 11,600 Salesforce shares in Q1 2018, an estimated $1.19M.
  • Seven Bridges Advisors first reported a position in Salesforce in Q4 2015 and held it in 9 quarters.
  • Seven Bridges Advisors's Salesforce position peaked at $1.19M in Q4 2017.
  • 1,075 funds tracked by Wall St. Rank held Salesforce as of Q1 2018.

Based on Seven Bridges Advisors's 13F filing for Q1 2018, filed 9 May 2018.