JIM
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Jupiter Investment Management’s Salesforce CRM Stock Holding History

Jupiter 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
2020
Q2 		$466K Buy
2,490
+900
+57% +$152K 0.01% 326
2020
Q1 		$228K Sell
1,590
-610
-28% -$105K ﹤0.01% 337
2019
Q4 		$357K Buy
+2,200
New +$345K ﹤0.01% 380
2014
Q1 		– Sell
-33,700
Closed -$1.86M – 351
2013
Q4 		$1.86M Buy
+33,700
New +$1.8M 0.16% 171

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

Jupiter Investment Management's CRM Position: Q2 2020 in Review

Jupiter Investment Management increased its Salesforce (CRM) stake by 57% in Q2 2020, buying an estimated $152K and bringing the position to 2,490 shares worth $466K. The position accounts for 0.01% of the portfolio, ranked #326.

Jupiter Investment Management first reported a position in CRM in Q4 2013 and has held it in 4 quarters since. The position peaked at $1.86M in Q4 2013. 1,703 funds tracked by Wall St. Rank hold CRM as of Q2 2020.

  • Jupiter Investment Management held 2,490 shares of Salesforce worth $466K as of Q2 2020.
  • Jupiter Investment Management bought 900 Salesforce shares in Q2 2020, an estimated $152K.
  • Salesforce made up 0.01% of Jupiter Investment Management's portfolio in Q2 2020, its #326 holding.
  • Jupiter Investment Management first reported a position in Salesforce in Q4 2013 and has held it in 4 quarters since.
  • Jupiter Investment Management's Salesforce position peaked at $1.86M in Q4 2013.
  • 1,703 funds tracked by Wall St. Rank held Salesforce as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.