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Winthrop Partners - WNY’s Salesforce CRM Stock Holding History

Winthrop Partners - WNY’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
Q3 		$3.56K Buy
+24
New +$3.65K ﹤0.01% 278
2018
Q2 		– Sell
-100
Closed -$11.7K – 318
2018
Q1 		$11.7K Buy
+100
New +$11.5K 0.01% 315

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Winthrop Partners - WNY's CRM Position: Q3 2019 in Review

Winthrop Partners - WNY opened a new position in Salesforce (CRM) in Q3 2019: 24 shares worth $3.56K. The stake represents ﹤0.01% of the portfolio and ranks #278 among its holdings. This is a return to the name: Winthrop Partners - WNY previously reported a position in CRM as recently as Q1 2018.

Winthrop Partners - WNY first reported a position in CRM in Q1 2018 and has held it in 2 quarters since. The position peaked at $11.7K in Q1 2018. 1,425 funds tracked by Wall St. Rank hold CRM as of Q3 2019.

  • Winthrop Partners - WNY held 24 shares of Salesforce worth $3.56K as of Q3 2019.
  • Salesforce was a new Winthrop Partners - WNY position in Q3 2019.
  • Salesforce made up ﹤0.01% of Winthrop Partners - WNY's portfolio in Q3 2019, its #278 holding.
  • Winthrop Partners - WNY first reported a position in Salesforce in Q1 2018 and has held it in 2 quarters since.
  • Winthrop Partners - WNY's Salesforce position peaked at $11.7K in Q1 2018.
  • 1,425 funds tracked by Wall St. Rank held Salesforce as of Q3 2019.

Based on Winthrop Partners - WNY's 13F filing for Q3 2019, filed 28 Oct 2019.