Whitnell & Co’s Salesforce CRM Stock Holding History

Whitnell & Co’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	$87K	Hold	535	–	–	0.03%	182
2019 Q3	$79K	Buy	+535	New	+$81.3K	0.03%	185
2013 Q3	–	Sell	-247	Closed	-$9K	–	281
2013 Q2	$9K	Buy	+247	New	+$10.2K	﹤0.01%	285

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Whitnell & Co's CRM Position: Q4 2019 in Review

Whitnell & Co held its Salesforce (CRM) position steady in Q4 2019 at 535 shares worth $87K. The position accounts for 0.03% of the portfolio, ranked #182.

Whitnell & Co first reported a position in CRM in Q2 2013 and has held it in 3 quarters since. 1,582 funds tracked by Wall St. Rank hold CRM as of Q4 2019.

Whitnell & Co held 535 shares of Salesforce worth $87K as of Q4 2019.
Whitnell & Co left its Salesforce share count unchanged in Q4 2019.
Salesforce made up 0.03% of Whitnell & Co's portfolio in Q4 2019, its #182 holding.
Whitnell & Co first reported a position in Salesforce in Q2 2013 and has held it in 3 quarters since.
1,582 funds tracked by Wall St. Rank held Salesforce as of Q4 2019.

Based on Whitnell & Co's 13F filing for Q4 2019, filed 11 Feb 2020.