WealthTrust-Arizona’s Salesforce CRM Stock Holding History

WealthTrust-Arizona’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 Q4	$7K	Hold	51	–	–	﹤0.01%	424
2018 Q3	$8K	Hold	51	–	–	﹤0.01%	437
2018 Q2	$7K	Hold	51	–	–	﹤0.01%	455
2018 Q1	$6K	Hold	51	–	–	﹤0.01%	468
2017 Q4	$5K	Hold	51	–	–	﹤0.01%	487
2017 Q3	$5K	Sell	51 -50	-50%	-$4.6K	﹤0.01%	493
2017 Q2	$9K	Sell	101 -50	-33%	-$4.35K	﹤0.01%	398
2017 Q1	$12K	Hold	151	–	–	0.01%	346
2016 Q4	$10K	Buy	151 +55	+57%	+$3.99K	0.01%	371
2016 Q3	$7K	Hold	96	–	–	﹤0.01%	420
2016 Q2	$8K	Hold	96	–	–	﹤0.01%	385
2016 Q1	$7K	Sell	96 -64	-40%	-$4.41K	﹤0.01%	409
2015 Q4	$13K	Sell	160 -30	-16%	-$2.34K	0.01%	335
2015 Q3	$13K	Sell	190 -100	-34%	-$7.09K	0.01%	336
2015 Q2	$20K	Hold	290	–	–	0.01%	285
2015 Q1	$19K	Hold	290	–	–	0.01%	293
2014 Q4	$17K	Buy	290 +100	+53%	+$5.9K	0.01%	314
2014 Q3	$11K	Hold	190	–	–	0.01%	398
2014 Q2	$11K	Sell	190 -19	-9%	-$1.03K	0.01%	394
2014 Q1	$12K	Sell	209 -2	-0.9%	-$120	0.01%	392
2013 Q4	$12K	Hold	211	–	–	0.01%	372
2013 Q3	$11K	Buy	211 +100	+90%	+$4.54K	0.01%	336
2013 Q2	$4K	Buy	+111	New	+$4.58K	0.01%	454

Other funds holding CRM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

WealthTrust-Arizona's CRM Position: Q4 2018 in Review

WealthTrust-Arizona held its Salesforce (CRM) position steady in Q4 2018 at 51 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #424.

WealthTrust-Arizona first reported a position in CRM in Q2 2013 and has held it in 23 quarters since. The position peaked at $20K in Q2 2015. 1,302 funds tracked by Wall St. Rank hold CRM as of Q4 2018.

WealthTrust-Arizona held 51 shares of Salesforce worth $7K as of Q4 2018.
WealthTrust-Arizona left its Salesforce share count unchanged in Q4 2018.
Salesforce made up ﹤0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #424 holding.
WealthTrust-Arizona first reported a position in Salesforce in Q2 2013 and has held it in 23 quarters since.
WealthTrust-Arizona's Salesforce position peaked at $20K in Q2 2015.
1,302 funds tracked by Wall St. Rank held Salesforce as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.