VM
CRM icon

Valinor Management’s Salesforce CRM Stock Holding History

Valinor 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
-314,680
Closed -$47.7M – 37
2019
Q2 		$47.7M Sell
314,680
-52,920
-14% -$8.29M 2.87% 17
2019
Q1 		$58.2M Sell
367,600
-294,300
-44% -$45.6M 3.05% 21
2018
Q4 		$90.7M Buy
661,900
+69,200
+12% +$9.52M 4.43% 9
2018
Q3 		$94.3M Buy
+592,700
New +$88M 3.51% 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
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

Valinor Management's CRM Position: Q3 2019 in Review

Valinor Management sold out of Salesforce (CRM) in Q3 2019, closing a stake of 314,680 shares — an estimated $47.7M sold.

Valinor Management first reported a position in CRM in Q3 2018 and held it in 4 quarters. The position peaked at $94.3M in Q3 2018. 1,425 funds tracked by Wall St. Rank hold CRM as of Q3 2019.

  • Valinor Management reported no remaining Salesforce position as of Q3 2019 after selling out during the quarter.
  • Valinor Management sold 314,680 Salesforce shares in Q3 2019, an estimated $47.7M.
  • Valinor Management first reported a position in Salesforce in Q3 2018 and held it in 4 quarters.
  • Valinor Management's Salesforce position peaked at $94.3M in Q3 2018.
  • 1,425 funds tracked by Wall St. Rank held Salesforce as of Q3 2019.

Based on Valinor Management's 13F filing for Q3 2019, filed 14 Nov 2019.