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Summit Financial Group’s Salesforce CRM Stock Holding History

Summit Financial Group’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
Q3 		– Sell
-3,600
Closed -$546K – 159
2019
Q2 		$546K Sell
3,600
-108
-3% -$16.9K 0.25% 97
2019
Q1 		$587K Sell
3,708
-200
-5% -$31K 0.46% 63
2018
Q4 		$535K Hold
3,908
– – 0.45% 64
2018
Q3 		$621K Hold
3,908
– – 0.46% 64
2018
Q2 		$533K Hold
3,908
– – 0.41% 68
2018
Q1 		$455K Sell
3,908
-8
-0.2% -$919 0.36% 77
2017
Q4 		$400K Buy
3,916
+8
+0.2% +$815 0.33% 76
2017
Q3 		$365K Buy
+3,908
New +$360K 0.3% 81

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Summit Financial Group's CRM Position: Q3 2019 in Review

Summit Financial Group sold out of Salesforce (CRM) in Q3 2019, closing a stake of 3,600 shares — an estimated $546K sold.

Summit Financial Group first reported a position in CRM in Q3 2017 and held it in 8 quarters. The position peaked at $621K in Q3 2018. 1,426 funds tracked by Wall St. Rank hold CRM as of Q3 2019.

  • Summit Financial Group reported no remaining Salesforce position as of Q3 2019 after selling out during the quarter.
  • Summit Financial Group sold 3,600 Salesforce shares in Q3 2019, an estimated $546K.
  • Summit Financial Group first reported a position in Salesforce in Q3 2017 and held it in 8 quarters.
  • Summit Financial Group's Salesforce position peaked at $621K in Q3 2018.
  • 1,426 funds tracked by Wall St. Rank held Salesforce as of Q3 2019.

Based on Summit Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.