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Vaughan & Co Securities’s Salesforce CRM Stock Holding History

Vaughan & Co Securities’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
2020
Q2 		– Sell
-198
Closed -$28.5K – 67
2020
Q1 		$28.5K Hold
198
– – 0.04% 102
2019
Q4 		$32.2K Buy
+198
New +$31K 0.03% 105

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vaughan & Co Securities's CRM Position: Q2 2020 in Review

Vaughan & Co Securities sold out of Salesforce (CRM) in Q2 2020, closing a stake of 198 shares — an estimated $28.5K sold.

Vaughan & Co Securities first reported a position in CRM in Q4 2019 and held it in 2 quarters. The position peaked at $32.2K in Q4 2019. 1,703 funds tracked by Wall St. Rank hold CRM as of Q2 2020.

  • Vaughan & Co Securities reported no remaining Salesforce position as of Q2 2020 after selling out during the quarter.
  • Vaughan & Co Securities sold 198 Salesforce shares in Q2 2020, an estimated $28.5K.
  • Vaughan & Co Securities first reported a position in Salesforce in Q4 2019 and held it in 2 quarters.
  • Vaughan & Co Securities's Salesforce position peaked at $32.2K in Q4 2019.
  • 1,703 funds tracked by Wall St. Rank held Salesforce as of Q2 2020.

Based on Vaughan & Co Securities's 13F filing for Q2 2020, filed 10 May 2021.