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Shine Investment Advisory Services’s Salesforce CRM Stock Holding History

Shine Investment Advisory Services’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
Q3 		$416K Sell
1,657
-149
-8% -$32.6K 0.14% 76
2020
Q2 		$338K Buy
1,806
+265
+17% +$44.7K 0.12% 88
2020
Q1 		$222K Sell
1,541
-101
-6% -$17.3K 0.1% 104
2019
Q4 		$267K Sell
1,642
-272
-14% -$42.6K 0.11% 106
2019
Q3 		$284K Buy
1,914
+324
+20% +$49.2K 0.13% 87
2019
Q2 		$241K Sell
1,590
-105
-6% -$16.5K 0.11% 106
2019
Q1 		$268K Buy
1,695
+152
+10% +$23.6K 0.12% 97
2018
Q4 		$211K Sell
1,543
-170
-10% -$23.4K 0.1% 99
2018
Q3 		$272K Sell
1,713
-30
-2% -$4.45K 0.14% 90
2018
Q2 		$238K Hold
1,743
– – 0.12% 91
2018
Q1 		$203K Buy
1,743
+158
+10% +$18.1K 0.11% 100
2017
Q4 		$162K Hold
1,585
– – 0.08% 112
2017
Q3 		$148K Buy
1,585
+83
+6% +$7.64K 0.08% 114
2017
Q2 		$130K Buy
+1,502
New +$131K 0.07% 122

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Shine Investment Advisory Services's CRM Position: Q3 2020 in Review

Shine Investment Advisory Services reduced its Salesforce (CRM) stake by 8.3% in Q3 2020, selling an estimated $32.6K and leaving 1,657 shares worth $416K. The position accounts for 0.14% of the portfolio, ranked #76.

Shine Investment Advisory Services first reported a position in CRM in Q2 2017 and has held it in 14 quarters since. 1,835 funds tracked by Wall St. Rank hold CRM as of Q3 2020.

  • Shine Investment Advisory Services held 1,657 shares of Salesforce worth $416K as of Q3 2020.
  • Shine Investment Advisory Services sold 149 Salesforce shares in Q3 2020, an estimated $32.6K.
  • Salesforce made up 0.14% of Shine Investment Advisory Services's portfolio in Q3 2020, its #76 holding.
  • Shine Investment Advisory Services first reported a position in Salesforce in Q2 2017 and has held it in 14 quarters since.
  • 1,835 funds tracked by Wall St. Rank held Salesforce as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.