XML Securities’s Salesforce CRM Stock Holding History

XML Securities’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 Q1	$254K	Buy	+2,180	New	+$250K	0.32%	56

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

XML Securities's CRM Position: Q1 2018 in Review

XML Securities opened a new position in Salesforce (CRM) in Q1 2018: 2,180 shares worth $254K. The stake represents 0.32% of the portfolio and ranks #56 among its holdings.

1,076 funds tracked by Wall St. Rank hold CRM as of Q1 2018.

XML Securities held 2,180 shares of Salesforce worth $254K as of Q1 2018.
Salesforce was a new XML Securities position in Q1 2018.
Salesforce made up 0.32% of XML Securities's portfolio in Q1 2018, its #56 holding.
1,076 funds tracked by Wall St. Rank held Salesforce as of Q1 2018.

Based on XML Securities's 13F filing for Q1 2018, filed 17 May 2018.