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Williams Jones & Associates’s Salesforce CRM Stock Holding History

Williams Jones & Associates’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 		– Sell
-3,028
Closed -$482K – 408
2018
Q3 		$482K Hold
3,028
– – 0.01% 303
2018
Q2 		$413K Buy
+3,028
New +$386K 0.01% 312

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Williams Jones & Associates's CRM Position: Q4 2018 in Review

Williams Jones & Associates sold out of Salesforce (CRM) in Q4 2018, closing a stake of 3,028 shares — an estimated $482K sold.

Williams Jones & Associates first reported a position in CRM in Q2 2018 and held it in 2 quarters. The position peaked at $482K in Q3 2018. 1,302 funds tracked by Wall St. Rank hold CRM as of Q4 2018.

  • Williams Jones & Associates reported no remaining Salesforce position as of Q4 2018 after selling out during the quarter.
  • Williams Jones & Associates sold 3,028 Salesforce shares in Q4 2018, an estimated $482K.
  • Williams Jones & Associates first reported a position in Salesforce in Q2 2018 and held it in 2 quarters.
  • Williams Jones & Associates's Salesforce position peaked at $482K in Q3 2018.
  • 1,302 funds tracked by Wall St. Rank held Salesforce as of Q4 2018.

Based on Williams Jones & Associates's 13F filing for Q4 2018, filed 14 Feb 2019.