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Vantage Investment Advisors’s Salesforce CRM Stock Holding History

Vantage Investment 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
2018
Q3 		$67K Buy
420
+370
+740% +$54.9K 0.01% 245
2018
Q2 		$7K Hold
50
– – ﹤0.01% 592
2018
Q1 		$6K Sell
50
-84
-63% -$9.65K ﹤0.01% 632
2017
Q4 		$14K Buy
134
+84
+168% +$8.56K ﹤0.01% 511
2017
Q3 		$5K Hold
50
– – ﹤0.01% 652
2017
Q2 		$4K Hold
50
– – ﹤0.01% 662
2017
Q1 		$4K Sell
50
-10
-17% -$799 ﹤0.01% 649
2016
Q4 		$4K Hold
60
– – ﹤0.01% 641
2016
Q3 		$4K Buy
60
+10
+20% +$780 ﹤0.01% 619
2016
Q2 		$4K Hold
50
– – ﹤0.01% 641
2016
Q1 		$4K Buy
+50
New +$3.44K ﹤0.01% 642
2015
Q2 		– Sell
-40
Closed -$3K – 770
2015
Q1 		$3K Buy
40
+20
+100% +$1.24K ﹤0.01% 730
2014
Q4 		$1K Sell
20
-100
-83% -$5.9K ﹤0.01% 734
2014
Q3 		$7K Hold
120
– – ﹤0.01% 526
2014
Q2 		$7K Hold
120
– – ﹤0.01% 526
2014
Q1 		$7K Buy
120
+20
+20% +$1.2K ﹤0.01% 476
2013
Q4 		$6K Buy
+100
New +$5.35K ﹤0.01% 473

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Vantage Investment Advisors's CRM Position: Q3 2018 in Review

Vantage Investment Advisors increased its Salesforce (CRM) stake by 740% in Q3 2018, buying an estimated $54.9K and bringing the position to 420 shares worth $67K. The position accounts for 0.01% of the portfolio, ranked #245.

Vantage Investment Advisors first reported a position in CRM in Q4 2013 and has held it in 17 quarters since. 1,219 funds tracked by Wall St. Rank hold CRM as of Q3 2018.

  • Vantage Investment Advisors held 420 shares of Salesforce worth $67K as of Q3 2018.
  • Vantage Investment Advisors bought 370 Salesforce shares in Q3 2018, an estimated $54.9K.
  • Salesforce made up 0.01% of Vantage Investment Advisors's portfolio in Q3 2018, its #245 holding.
  • Vantage Investment Advisors first reported a position in Salesforce in Q4 2013 and has held it in 17 quarters since.
  • 1,219 funds tracked by Wall St. Rank held Salesforce as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.