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InterOcean Capital’s Salesforce CRM Stock Holding History

InterOcean Capital’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 		$252K Buy
+1,344
New +$226K 0.02% 163
2020
Q1 		– Sell
-1,379
Closed -$224K – 183
2019
Q4 		$224K Hold
1,379
– – 0.02% 184
2019
Q3 		$205K Buy
+1,379
New +$210K 0.02% 191

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

InterOcean Capital's CRM Position: Q2 2020 in Review

InterOcean Capital opened a new position in Salesforce (CRM) in Q2 2020: 1,344 shares worth $252K. The stake represents 0.02% of the portfolio and ranks #163 among its holdings. This is a return to the name: InterOcean Capital previously reported a position in CRM as recently as Q4 2019.

InterOcean Capital first reported a position in CRM in Q3 2019 and has held it in 3 quarters since. 1,703 funds tracked by Wall St. Rank hold CRM as of Q2 2020.

  • InterOcean Capital held 1,344 shares of Salesforce worth $252K as of Q2 2020.
  • Salesforce was a new InterOcean Capital position in Q2 2020.
  • Salesforce made up 0.02% of InterOcean Capital's portfolio in Q2 2020, its #163 holding.
  • InterOcean Capital first reported a position in Salesforce in Q3 2019 and has held it in 3 quarters since.
  • 1,703 funds tracked by Wall St. Rank held Salesforce as of Q2 2020.

Based on InterOcean Capital's 13F filing for Q2 2020, filed 13 Aug 2020.