Miles Capital’s Salesforce CRM Stock Holding History

Miles 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 Q1	$449K	Sell	3,118 -240	-7%	-$41.1K	0.48%	56
2019 Q4	$546K	Sell	3,358 -456	-12%	-$71.5K	0.44%	65
2019 Q3	$566K	Sell	3,814 -81	-2%	-$12.3K	0.47%	61
2019 Q2	$591K	Sell	3,895 -743	-16%	-$116K	0.48%	62
2019 Q1	$735K	Sell	4,638 -167	-3%	-$25.9K	0.64%	50
2018 Q4	$658K	Sell	4,805 -95	-2%	-$13.1K	0.65%	49
2018 Q3	$779K	Buy	4,900 +1,825	+59%	+$271K	0.63%	50
2018 Q2	$419K	Sell	3,075 -23	-0.7%	-$2.93K	0.26%	77
2018 Q1	$360K	Buy	+3,098	New	+$356K	0.2%	86
2017 Q3	–	Sell	-5,486	Closed	-$475K	–	192
2017 Q2	$475K	Hold	5,486	–	–	0.26%	67
2017 Q1	$453K	Buy	5,486 +1,935	+54%	+$155K	0.25%	63
2016 Q4	$243K	Hold	3,551	–	–	0.15%	114
2016 Q3	$253K	Buy	3,551 +608	+21%	+$47.4K	0.17%	97
2016 Q2	$234K	Buy	+2,943	New	+$231K	0.16%	159

Other funds holding CRM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Miles Capital's CRM Position: Q1 2020 in Review

Miles Capital reduced its Salesforce (CRM) stake by 7.1% in Q1 2020, selling an estimated $41.1K and leaving 3,118 shares worth $449K. The position accounts for 0.48% of the portfolio, ranked #56.

Miles Capital first reported a position in CRM in Q2 2016 and has held it in 14 quarters since. The position peaked at $779K in Q3 2018. 1,621 funds tracked by Wall St. Rank hold CRM as of Q1 2020.

Miles Capital held 3,118 shares of Salesforce worth $449K as of Q1 2020.
Miles Capital sold 240 Salesforce shares in Q1 2020, an estimated $41.1K.
Salesforce made up 0.48% of Miles Capital's portfolio in Q1 2020, its #56 holding.
Miles Capital first reported a position in Salesforce in Q2 2016 and has held it in 14 quarters since.
Miles Capital's Salesforce position peaked at $779K in Q3 2018.
1,621 funds tracked by Wall St. Rank held Salesforce as of Q1 2020.

Based on Miles Capital's 13F filing for Q1 2020, filed 13 May 2020.