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

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 $5.7T 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 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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return