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Turner Investments’s Salesforce CRM Stock Holding History

Turner Investments’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
2018
Q1 		– Sell
-490
Closed -$50K – 7
2017
Q4 		$50K Sell
490
-3,930
-89% -$401K 3.91% 10
2017
Q3 		$413K Sell
4,420
-3,610
-45% -$332K 1.87% 14
2017
Q2 		$695K Buy
8,030
+3,730
+87% +$325K 0.46% 73
2017
Q1 		$355K Sell
4,300
-910
-17% -$72.7K 0.23% 133
2016
Q4 		$357K Sell
5,210
-38,450
-88% -$2.79M 0.14% 175
2016
Q3 		$3.11M Sell
43,660
-30,960
-41% -$2.41M 1.03% 27
2016
Q2 		$5.93M Sell
74,620
-2,920
-4% -$229K 1.86% 6
2016
Q1 		$5.72M Buy
77,540
+26,530
+52% +$1.83M 1.55% 10
2015
Q4 		$4M Sell
51,010
-29,950
-37% -$2.34M 0.83% 47
2015
Q3 		$5.62M Buy
80,960
+58,830
+266% +$4.17M 1.14% 19
2015
Q2 		$1.54M Sell
22,130
-18,530
-46% -$1.32M 0.28% 119
2015
Q1 		$2.72M Sell
40,660
-3,769
-8% -$234K 0.49% 70
2014
Q4 		$2.63M Sell
44,429
-186,534
-81% -$11M 0.31% 92
2014
Q3 		$13.3M Sell
230,963
-210,478
-48% -$11.9M 0.8% 19
2014
Q2 		$25.6M Sell
441,441
-219,418
-33% -$11.9M 1.14% 15
2014
Q1 		$37.7M Buy
660,859
+107,978
+20% +$6.46M 1% 15
2013
Q4 		$30.5M Sell
552,881
-230,485
-29% -$12.3M 0.54% 44
2013
Q3 		$40.7M Sell
783,366
-103,070
-12% -$4.68M 0.67% 27
2013
Q2 		$33.8M Buy
+886,436
New +$36.6M 0.46% 56

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Turner Investments's CRM Position: Q1 2018 in Review

Turner Investments sold out of Salesforce (CRM) in Q1 2018, closing a stake of 490 shares — an estimated $50K sold.

Turner Investments first reported a position in CRM in Q2 2013 and held it in 19 quarters. The position peaked at $40.7M in Q3 2013. 1,075 funds tracked by Wall St. Rank hold CRM as of Q1 2018.

  • Turner Investments reported no remaining Salesforce position as of Q1 2018 after selling out during the quarter.
  • Turner Investments sold 490 Salesforce shares in Q1 2018, an estimated $50K.
  • Turner Investments first reported a position in Salesforce in Q2 2013 and held it in 19 quarters.
  • Turner Investments's Salesforce position peaked at $40.7M in Q3 2013.
  • 1,075 funds tracked by Wall St. Rank held Salesforce as of Q1 2018.

Based on Turner Investments's 13F filing for Q1 2018, filed 10 May 2018.