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Tuscan Ridge Asset Management’s Salesforce CRM Stock Holding History

Tuscan Ridge Asset 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
Q4 		– Sell
-32,300
Closed -$4.79M – 247
2019
Q3 		$4.79M Buy
32,300
+27,300
+546% +$4.15M 0.27% 103
2019
Q2 		$759K Sell
5,000
-37,500
-88% -$5.88M 0.06% 429
2019
Q1 		$6.73M Sell
42,500
-41,500
-49% -$6.43M 0.49% 39
2018
Q4 		$11.5M Buy
+84,000
New +$11.6M 1.13% 12

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tuscan Ridge Asset Management's CRM Position: Q4 2019 in Review

Tuscan Ridge Asset Management sold out of Salesforce (CRM) in Q4 2019, closing a stake of 11,650 shares — an estimated $1.73M sold.

Tuscan Ridge Asset Management first reported a position in CRM in Q4 2018 and held it in 4 quarters. The position peaked at $2.34M in Q1 2019. 1,583 funds tracked by Wall St. Rank hold CRM as of Q4 2019.

  • Tuscan Ridge Asset Management reported no remaining Salesforce position as of Q4 2019 after selling out during the quarter.
  • Tuscan Ridge Asset Management sold 11,650 Salesforce shares in Q4 2019, an estimated $1.73M.
  • Tuscan Ridge Asset Management first reported a position in Salesforce in Q4 2018 and held it in 4 quarters.
  • Tuscan Ridge Asset Management's Salesforce position peaked at $2.34M in Q1 2019.
  • 1,583 funds tracked by Wall St. Rank held Salesforce as of Q4 2019.

Based on Tuscan Ridge Asset Management's 13F filing for Q4 2019, filed 14 Feb 2020.