Nehal Chopra’s Salesforce CRM Stock Holding History

Nehal Chopra’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	-22,000	Closed	-$3.17M	–	44
2020 Q1	$3.17M	Buy	+22,000	New	+$3.77M	1.48%	21
2019 Q1	–	Sell	-66,060	Closed	-$9.05M	–	13
2018 Q4	$9.05M	Buy	+66,060	New	+$9.09M	8.1%	2

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Nehal Chopra's CRM Position: Q2 2020 in Review

Nehal Chopra sold out of Salesforce (CRM) in Q2 2020, closing a stake of 22,000 shares — an estimated $3.17M sold.

Nehal Chopra first reported a position in CRM in Q4 2018 and held it in 2 quarters. The position peaked at $9.05M in Q4 2018. 1,704 funds tracked by Wall St. Rank hold CRM as of Q2 2020.

Nehal Chopra reported no remaining Salesforce position as of Q2 2020 after selling out during the quarter.
Nehal Chopra sold 22,000 Salesforce shares in Q2 2020, an estimated $3.17M.
Nehal Chopra first reported a position in Salesforce in Q4 2018 and held it in 2 quarters.
Nehal Chopra's Salesforce position peaked at $9.05M in Q4 2018.
1,704 funds tracked by Wall St. Rank held Salesforce as of Q2 2020.

Based on Ratan Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.