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Welch Capital Partners’s Salesforce CRM Stock Holding History

Welch Capital Partners’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 		– Sell
-52,110
Closed -$7.11M – 35
2018
Q2 		$7.11M Hold
52,110
– – 2.44% 11
2018
Q1 		$6.06M Hold
52,110
– – 2.08% 14
2017
Q4 		$5.33M Hold
52,110
– – 1.9% 22
2017
Q3 		$4.87M Sell
52,110
-2,040
-4% -$188K 1.64% 31
2017
Q2 		$4.69M Buy
54,150
+14,850
+38% +$1.29M 1.55% 32
2017
Q1 		$3.24M Buy
+39,300
New +$3.14M 1.07% 33

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

Welch Capital Partners's CRM Position: Q3 2018 in Review

Welch Capital Partners sold out of Salesforce (CRM) in Q3 2018, closing a stake of 52,110 shares — an estimated $7.11M sold.

Welch Capital Partners first reported a position in CRM in Q1 2017 and held it in 6 quarters. The position peaked at $7.11M in Q2 2018. 1,219 funds tracked by Wall St. Rank hold CRM as of Q3 2018.

  • Welch Capital Partners reported no remaining Salesforce position as of Q3 2018 after selling out during the quarter.
  • Welch Capital Partners sold 52,110 Salesforce shares in Q3 2018, an estimated $7.11M.
  • Welch Capital Partners first reported a position in Salesforce in Q1 2017 and held it in 6 quarters.
  • Welch Capital Partners's Salesforce position peaked at $7.11M in Q2 2018.
  • 1,219 funds tracked by Wall St. Rank held Salesforce as of Q3 2018.

Based on Welch Capital Partners's 13F filing for Q3 2018, filed 23 Oct 2018.