Cox Capital Management’s Salesforce CRM Stock Holding History

Cox Capital 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
2020 Q2	–	Sell	-300	Closed	-$49K	–	107
2020 Q1	$49K	Buy	+300	New	+$51.4K	0.04%	104

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cox Capital Management's CRM Position: Q2 2020 in Review

Cox Capital Management sold out of Salesforce (CRM) in Q2 2020, closing a stake of 300 shares — an estimated $49K sold.

Cox Capital Management first reported a position in CRM in Q1 2020 and held it in 1 quarter. The position peaked at $49K in Q1 2020. 1,704 funds tracked by Wall St. Rank hold CRM as of Q2 2020.

Cox Capital Management reported no remaining Salesforce position as of Q2 2020 after selling out during the quarter.
Cox Capital Management sold 300 Salesforce shares in Q2 2020, an estimated $49K.
Cox Capital Management first reported a position in Salesforce in Q1 2020 and held it in 1 quarter.
Cox Capital Management's Salesforce position peaked at $49K in Q1 2020.
1,704 funds tracked by Wall St. Rank held Salesforce as of Q2 2020.

Based on Cox Capital Management's 13F filing for Q2 2020, filed 1 Jul 2020.