KWMG LLC’s Salesforce CRM Stock Holding History

KWMG LLC’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	-29	Closed	-$5K	–	181
2019 Q1	$5K	Hold	29	–	–	﹤0.01%	343
2018 Q4	$4K	Hold	29	–	–	﹤0.01%	368
2018 Q3	$5K	Hold	29	–	–	﹤0.01%	347
2018 Q2	$4K	Buy	+29	New	+$3.7K	﹤0.01%	378

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KWMG LLC's CRM Position: Q2 2019 in Review

KWMG LLC sold out of Salesforce (CRM) in Q2 2019, closing a stake of 29 shares — an estimated $5K sold.

KWMG LLC first reported a position in CRM in Q2 2018 and held it in 4 quarters. The position peaked at $5K in Q1 2019. 1,379 funds tracked by Wall St. Rank hold CRM as of Q2 2019.

KWMG LLC reported no remaining Salesforce position as of Q2 2019 after selling out during the quarter.
KWMG LLC sold 29 Salesforce shares in Q2 2019, an estimated $5K.
KWMG LLC first reported a position in Salesforce in Q2 2018 and held it in 4 quarters.
KWMG LLC's Salesforce position peaked at $5K in Q1 2019.
1,379 funds tracked by Wall St. Rank held Salesforce as of Q2 2019.

Based on KWMG LLC's 13F filing for Q2 2019, filed 10 Jul 2019.