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Taylor Frigon Capital Management’s Salesforce CRM Stock Holding History

Taylor Frigon Capital Management’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
-10,826
Closed -$1.64M – 87
2019
Q2 		$1.64M Sell
10,826
-530
-5% -$83.1K 1.14% 39
2019
Q1 		$1.8M Sell
11,356
-351
-3% -$54.4K 1.4% 27
2018
Q4 		$1.6M Sell
11,707
-229
-2% -$31.5K 1.41% 27
2018
Q3 		$1.9M Sell
11,936
-1,959
-14% -$291K 1.44% 26
2018
Q2 		$1.9M Sell
13,895
-6,667
-32% -$851K 1.38% 28
2018
Q1 		$2.39M Buy
20,562
+232
+1% +$26.6K 1.86% 14
2017
Q4 		$2.08M Buy
+20,330
New +$2.07M 1.67% 14
2016
Q2 		$1.8M Sell
22,686
-1,765
-7% -$139K 1.88% 10
2016
Q1 		$1.8M Buy
24,451
+759
+3% +$52.3K 1.91% 10
2015
Q4 		$1.8M Sell
23,692
-723
-3% -$56.5K 2.03% 9
2015
Q3 		$1.73M Sell
24,415
-65
-0.3% -$4.61K 1.92% 12
2015
Q2 		$1.73M Sell
24,480
-1,664
-6% -$118K 1.8% 12
2015
Q1 		$1.74M Sell
26,144
-703
-3% -$43.6K 1.6% 18
2014
Q4 		$1.59M Buy
+26,847
New +$1.58M 1.5% 25

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

Taylor Frigon Capital Management's CRM Position: Q3 2019 in Review

Taylor Frigon Capital Management sold out of Salesforce (CRM) in Q3 2019, closing a stake of 10,826 shares — an estimated $1.64M sold.

Taylor Frigon Capital Management first reported a position in CRM in Q4 2014 and held it in 14 quarters. The position peaked at $2.39M in Q1 2018. 1,425 funds tracked by Wall St. Rank hold CRM as of Q3 2019.

  • Taylor Frigon Capital Management reported no remaining Salesforce position as of Q3 2019 after selling out during the quarter.
  • Taylor Frigon Capital Management sold 10,826 Salesforce shares in Q3 2019, an estimated $1.64M.
  • Taylor Frigon Capital Management first reported a position in Salesforce in Q4 2014 and held it in 14 quarters.
  • Taylor Frigon Capital Management's Salesforce position peaked at $2.39M in Q1 2018.
  • 1,425 funds tracked by Wall St. Rank held Salesforce as of Q3 2019.

Based on Taylor Frigon Capital Management's 13F filing for Q3 2019, filed 1 Nov 2019.