SVWA
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Sound View Wealth Advisors’s Salesforce CRM Stock Holding History

Sound View Wealth 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
Q1 		$243K Sell
1,537
-114
-7% -$17.7K 0.08% 218
2018
Q4 		$226K Buy
+1,651
New +$227K 0.08% 211

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Sound View Wealth Advisors's CRM Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Salesforce (CRM) stake by 6.9% in Q1 2019, selling an estimated $17.7K and leaving 1,537 shares worth $243K. The position accounts for 0.08% of the portfolio, ranked #218.

Sound View Wealth Advisors first reported a position in CRM in Q4 2018 and has held it in 2 quarters since. 1,416 funds tracked by Wall St. Rank hold CRM as of Q1 2019.

  • Sound View Wealth Advisors held 1,537 shares of Salesforce worth $243K as of Q1 2019.
  • Sound View Wealth Advisors sold 114 Salesforce shares in Q1 2019, an estimated $17.7K.
  • Salesforce made up 0.08% of Sound View Wealth Advisors's portfolio in Q1 2019, its #218 holding.
  • Sound View Wealth Advisors first reported a position in Salesforce in Q4 2018 and has held it in 2 quarters since.
  • 1,416 funds tracked by Wall St. Rank held Salesforce as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.