KC
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Kingfisher Capital’s Salesforce CRM Stock Holding History

Kingfisher 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 		– Sell
-6,598
Closed -$950K – 142
2020
Q1 		$950K Buy
6,598
+3,315
+101% +$568K 0.49% 85
2019
Q4 		$534K Buy
+3,283
New +$515K 0.25% 109
2016
Q4 		– Sell
-24,373
Closed -$1.74M – 123
2016
Q3 		$1.74M Sell
24,373
-965
-4% -$75.3K 1.21% 23
2016
Q2 		$2.01M Sell
25,338
-847
-3% -$66.5K 1.33% 18
2016
Q1 		$1.93M Buy
26,185
+6,232
+31% +$429K 1.21% 22
2015
Q4 		$1.56M Buy
19,953
+1,125
+6% +$87.9K 0.92% 39
2015
Q3 		$1.31M Buy
+18,828
New +$1.33M 0.83% 50

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

Kingfisher Capital's CRM Position: Q2 2020 in Review

Kingfisher Capital sold out of Salesforce (CRM) in Q2 2020, closing a stake of 6,598 shares — an estimated $950K sold.

Kingfisher Capital first reported a position in CRM in Q3 2015 and held it in 7 quarters. The position peaked at $2.01M in Q2 2016. 1,703 funds tracked by Wall St. Rank hold CRM as of Q2 2020.

  • Kingfisher Capital reported no remaining Salesforce position as of Q2 2020 after selling out during the quarter.
  • Kingfisher Capital sold 6,598 Salesforce shares in Q2 2020, an estimated $950K.
  • Kingfisher Capital first reported a position in Salesforce in Q3 2015 and held it in 7 quarters.
  • Kingfisher Capital's Salesforce position peaked at $2.01M in Q2 2016.
  • 1,703 funds tracked by Wall St. Rank held Salesforce as of Q2 2020.

Based on Kingfisher Capital's 13F filing for Q2 2020, filed 11 Aug 2020.