Clearwater Capital Advisors’s Salesforce CRM Stock Holding History

Clearwater Capital Advisors’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	-535	Closed	-$62K	–	255
2018 Q1	$62K	Buy	+535	New	+$61.4K	0.01%	277

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

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

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

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

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

Clearwater Capital Advisors's CRM Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of Salesforce (CRM) in Q2 2018, closing a stake of 535 shares — an estimated $62K sold.

Clearwater Capital Advisors first reported a position in CRM in Q1 2018 and held it in 1 quarter. The position peaked at $62K in Q1 2018. 1,143 funds tracked by Wall St. Rank hold CRM as of Q2 2018.

Clearwater Capital Advisors reported no remaining Salesforce position as of Q2 2018 after selling out during the quarter.
Clearwater Capital Advisors sold 535 Salesforce shares in Q2 2018, an estimated $62K.
Clearwater Capital Advisors first reported a position in Salesforce in Q1 2018 and held it in 1 quarter.
Clearwater Capital Advisors's Salesforce position peaked at $62K in Q1 2018.
1,143 funds tracked by Wall St. Rank held Salesforce as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.