Kaizen Advisory’s Salesforce CRM Stock Holding History

Kaizen Advisory’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 Q4	$279K	Buy	2,040 +292	+17%	+$40.2K	0.19%	143
2018 Q3	$278K	Hold	1,748	–	–	0.15%	144
2018 Q2	$238K	Buy	1,748 +1,091	+166%	+$139K	0.12%	150
2018 Q1	$76K	Hold	657	–	–	0.08%	150
2017 Q4	$67K	Buy	+657	New	+$67K	0.04%	166

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

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Kaizen Advisory's CRM Position: Q4 2018 in Review

Kaizen Advisory increased its Salesforce (CRM) stake by 17% in Q4 2018, buying an estimated $40.2K and bringing the position to 2,040 shares worth $279K. The position accounts for 0.19% of the portfolio, ranked #143.

Kaizen Advisory first reported a position in CRM in Q4 2017 and has held it in 5 quarters since. 1,302 funds tracked by Wall St. Rank hold CRM as of Q4 2018.

Kaizen Advisory held 2,040 shares of Salesforce worth $279K as of Q4 2018.
Kaizen Advisory bought 292 Salesforce shares in Q4 2018, an estimated $40.2K.
Salesforce made up 0.19% of Kaizen Advisory's portfolio in Q4 2018, its #143 holding.
Kaizen Advisory first reported a position in Salesforce in Q4 2017 and has held it in 5 quarters since.
1,302 funds tracked by Wall St. Rank held Salesforce as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.