VIA
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Vantis Investment Advisers’s Salesforce CRM Stock Holding History

Vantis Investment Advisers’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
-115,900
Closed -$17.2M – 10
2019
Q3 		$17.2M Buy
115,900
+75,600
+188% +$11.5M 9.09% 3
2019
Q2 		$6.12M Buy
+40,300
New +$6.32M 3.69% 9

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

Vantis Investment Advisers's CRM Position: Q4 2019 in Review

Vantis Investment Advisers sold out of Salesforce (CRM) in Q4 2019, closing a stake of 115,900 shares — an estimated $17.2M sold.

Vantis Investment Advisers first reported a position in CRM in Q2 2019 and held it in 2 quarters. The position peaked at $17.2M in Q3 2019. 1,582 funds tracked by Wall St. Rank hold CRM as of Q4 2019.

  • Vantis Investment Advisers reported no remaining Salesforce position as of Q4 2019 after selling out during the quarter.
  • Vantis Investment Advisers sold 115,900 Salesforce shares in Q4 2019, an estimated $17.2M.
  • Vantis Investment Advisers first reported a position in Salesforce in Q2 2019 and held it in 2 quarters.
  • Vantis Investment Advisers's Salesforce position peaked at $17.2M in Q3 2019.
  • 1,582 funds tracked by Wall St. Rank held Salesforce as of Q4 2019.

Based on Vantis Investment Advisers's 13F filing for Q4 2019, filed 12 Feb 2020.