SMFS
CRM icon

Squar Milner Financial Services’s Salesforce CRM Stock Holding History

Squar Milner Financial 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 		– Sell
-5,049
Closed -$946K – 40
2020
Q2 		$946K Buy
5,049
+959
+23% +$162K 0.54% 46
2020
Q1 		$588K Buy
4,090
+1,545
+61% +$265K 0.35% 58
2019
Q4 		$413K Sell
2,545
-2,444
-49% -$383K 0.21% 108
2019
Q3 		$1.25M Buy
4,989
+4,628
+1,282% +$703K 0.64% 37
2019
Q2 		$55K Hold
361
– – 0.04% 340
2019
Q1 		$57K Hold
361
– – 0.04% 311
2018
Q4 		$49K Hold
361
– – 0.05% 292
2018
Q3 		$57K Hold
361
– – 0.05% 286
2018
Q2 		$49K Buy
+361
New +$46.1K 0.04% 331

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

Squar Milner Financial Services's CRM Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Salesforce (CRM) in Q3 2020, closing a stake of 5,049 shares — an estimated $946K sold.

Squar Milner Financial Services first reported a position in CRM in Q2 2018 and held it in 9 quarters. The position peaked at $1.25M in Q3 2019. 1,835 funds tracked by Wall St. Rank hold CRM as of Q3 2020.

  • Squar Milner Financial Services reported no remaining Salesforce position as of Q3 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 5,049 Salesforce shares in Q3 2020, an estimated $946K.
  • Squar Milner Financial Services first reported a position in Salesforce in Q2 2018 and held it in 9 quarters.
  • Squar Milner Financial Services's Salesforce position peaked at $1.25M in Q3 2019.
  • 1,835 funds tracked by Wall St. Rank held Salesforce as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.