BIM
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Bogle Investment Management’s Salesforce CRM Stock Holding History

Bogle Investment Management’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
Q2 		– Sell
-112,045
Closed -$13M – 293
2018
Q1 		$13M Buy
+112,045
New +$12.9M 0.98% 32

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

Bogle Investment Management's CRM Position: Q2 2018 in Review

Bogle Investment Management sold out of Salesforce (CRM) in Q2 2018, closing a stake of 112,045 shares — an estimated $13M sold.

Bogle Investment Management first reported a position in CRM in Q1 2018 and held it in 1 quarter. The position peaked at $13M in Q1 2018. 1,143 funds tracked by Wall St. Rank hold CRM as of Q2 2018.

  • Bogle Investment Management reported no remaining Salesforce position as of Q2 2018 after selling out during the quarter.
  • Bogle Investment Management sold 112,045 Salesforce shares in Q2 2018, an estimated $13M.
  • Bogle Investment Management first reported a position in Salesforce in Q1 2018 and held it in 1 quarter.
  • Bogle Investment Management's Salesforce position peaked at $13M in Q1 2018.
  • 1,143 funds tracked by Wall St. Rank held Salesforce as of Q2 2018.

Based on Bogle Investment Management's 13F filing for Q2 2018, filed 13 Aug 2018.