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Wealthfront’s Salesforce CRM Stock Holding History

Wealthfront’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 		$2.36M Buy
14,853
+181
+1% +$26.9K 0.02% 104
2018
Q2 		$2M Sell
14,672
-1,470
-9% -$188K 0.02% 126
2018
Q1 		$1.88M Buy
16,142
+646
+4% +$74.2K 0.02% 142
2017
Q4 		$1.58M Buy
15,496
+3,260
+27% +$332K 0.02% 151
2017
Q3 		$1.14M Buy
12,236
+1,635
+15% +$150K 0.01% 171
2017
Q2 		$918K Buy
10,601
+2,270
+27% +$198K 0.01% 160
2017
Q1 		$687K Buy
8,331
+3,101
+59% +$248K 0.01% 173
2016
Q4 		$358K Sell
5,230
-1,635
-24% -$119K 0.01% 265
2016
Q3 		$490K Sell
6,865
-2,905
-30% -$227K 0.01% 180
2016
Q2 		$776K Buy
9,770
+2,182
+29% +$171K 0.02% 117
2016
Q1 		$560K Sell
7,588
-2,810
-27% -$194K 0.02% 140
2015
Q4 		$815K Buy
10,398
+879
+9% +$68.6K 0.03% 97
2015
Q3 		$661K Buy
9,519
+2,762
+41% +$196K 0.03% 107
2015
Q2 		$470K Buy
6,757
+1,330
+25% +$94.7K 0.02% 111
2015
Q1 		$363K Buy
5,427
+2,252
+71% +$140K 0.02% 124
2014
Q4 		$188K Buy
3,175
+540
+20% +$31.8K 0.01% 227
2014
Q3 		$152K Buy
2,635
+476
+22% +$26.8K 0.01% 201
2014
Q2 		$127K Buy
2,159
+1,163
+117% +$62.8K 0.01% 175
2014
Q1 		$59K Buy
+996
New +$59.5K 0.01% 224

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

Wealthfront's CRM Position: Q3 2018 in Review

Wealthfront increased its Salesforce (CRM) stake by 1.2% in Q3 2018, buying an estimated $26.9K and bringing the position to 14,853 shares worth $2.36M. The position accounts for 0.02% of the portfolio, ranked #104.

Wealthfront first reported a position in CRM in Q1 2014 and has held it in 19 quarters since. 1,220 funds tracked by Wall St. Rank hold CRM as of Q3 2018.

  • Wealthfront held 14,853 shares of Salesforce worth $2.36M as of Q3 2018.
  • Wealthfront bought 181 Salesforce shares in Q3 2018, an estimated $26.9K.
  • Salesforce made up 0.02% of Wealthfront's portfolio in Q3 2018, its #104 holding.
  • Wealthfront first reported a position in Salesforce in Q1 2014 and has held it in 19 quarters since.
  • 1,220 funds tracked by Wall St. Rank held Salesforce as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.