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Kopp Investment Advisors’s Salesforce CRM Stock Holding History

Kopp Investment Advisors’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
2019
Q2 		– Sell
-1,726
Closed -$273K – 49
2019
Q1 		$273K Buy
1,726
+3
+0.2% +$465 0.22% 51
2018
Q4 		$236K Buy
1,723
+267
+18% +$36.7K 0.23% 55
2018
Q3 		$232K Buy
+1,456
New +$216K 0.2% 57

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kopp Investment Advisors's CRM Position: Q2 2019 in Review

Kopp Investment Advisors sold out of Salesforce (CRM) in Q2 2019, closing a stake of 1,726 shares — an estimated $273K sold.

Kopp Investment Advisors first reported a position in CRM in Q3 2018 and held it in 3 quarters. The position peaked at $273K in Q1 2019. 1,379 funds tracked by Wall St. Rank hold CRM as of Q2 2019.

  • Kopp Investment Advisors reported no remaining Salesforce position as of Q2 2019 after selling out during the quarter.
  • Kopp Investment Advisors sold 1,726 Salesforce shares in Q2 2019, an estimated $273K.
  • Kopp Investment Advisors first reported a position in Salesforce in Q3 2018 and held it in 3 quarters.
  • Kopp Investment Advisors's Salesforce position peaked at $273K in Q1 2019.
  • 1,379 funds tracked by Wall St. Rank held Salesforce as of Q2 2019.

Based on Kopp Investment Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.