Tobias Financial Advisors’s Salesforce CRM Stock Holding History

Tobias Financial 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
2020 Q1	–	Sell	-150	Closed	-$24K	–	97
2019 Q4	$24K	Buy	+150	New	+$23.5K	0.02%	129

Other funds holding CRM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tobias Financial Advisors's CRM Position: Q1 2020 in Review

Tobias Financial Advisors sold out of Salesforce (CRM) in Q1 2020, closing a stake of 150 shares — an estimated $24K sold.

Tobias Financial Advisors first reported a position in CRM in Q4 2019 and held it in 1 quarter. The position peaked at $24K in Q4 2019. 1,622 funds tracked by Wall St. Rank hold CRM as of Q1 2020.

Tobias Financial Advisors reported no remaining Salesforce position as of Q1 2020 after selling out during the quarter.
Tobias Financial Advisors sold 150 Salesforce shares in Q1 2020, an estimated $24K.
Tobias Financial Advisors first reported a position in Salesforce in Q4 2019 and held it in 1 quarter.
Tobias Financial Advisors's Salesforce position peaked at $24K in Q4 2019.
1,622 funds tracked by Wall St. Rank held Salesforce as of Q1 2020.

Based on Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.