Nokota Management’s Salesforce CRM Stock Holding History

Nokota Management’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	–	Sell	-51,450	Closed	-$8.37M	–	7
2019 Q4	$8.37M	Sell	51,450 -36,992	-42%	-$5.8M	0.36%	31
2019 Q3	$13.1M	Buy	+88,442	New	+$13.4M	0.52%	30
2019 Q1	–	Sell	-152,579	Closed	-$20.9M	–	47
2018 Q4	$20.9M	Buy	+152,579	New	+$21M	0.67%	38
2018 Q3	–	Sell	-76,250	Closed	-$10.4M	–	77
2018 Q2	$10.4M	Sell	76,250 -250,000	-77%	-$31.9M	0.16%	74
2018 Q1	$37.9M	Buy	326,250 +75,000	+30%	+$8.61M	0.52%	40
2017 Q4	$25.7M	Hold	251,250	–	–	0.49%	47
2017 Q3	$23.5M	Buy	251,250 +116,250	+86%	+$10.7M	0.57%	34
2017 Q2	$11.7M	Buy	+135,000	New	+$11.8M	0.33%	50
2016 Q4	–	Sell	-150,000	Closed	-$10.7M	–	59
2016 Q3	$10.7M	Sell	150,000 -175,000	-54%	-$13.6M	0.19%	56
2016 Q2	$25.8M	Buy	+325,000	New	+$25.5M	0.97%	27
2014 Q4	–	Sell	-285,000	Closed	-$16.4M	–	65
2014 Q3	$16.4M	Hold	285,000	–	–	0.5%	32
2014 Q2	$16.6M	Buy	+285,000	New	+$15.4M	0.59%	29

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Nokota Management's CRM Position: Q1 2020 in Review

Nokota Management sold out of Salesforce (CRM) in Q1 2020, closing a stake of 51,450 shares — an estimated $8.37M sold.

Nokota Management first reported a position in CRM in Q2 2014 and held it in 12 quarters. The position peaked at $37.9M in Q1 2018. 1,621 funds tracked by Wall St. Rank hold CRM as of Q1 2020.

Nokota Management reported no remaining Salesforce position as of Q1 2020 after selling out during the quarter.
Nokota Management sold 51,450 Salesforce shares in Q1 2020, an estimated $8.37M.
Nokota Management first reported a position in Salesforce in Q2 2014 and held it in 12 quarters.
Nokota Management's Salesforce position peaked at $37.9M in Q1 2018.
1,621 funds tracked by Wall St. Rank held Salesforce as of Q1 2020.

Based on Nokota Management's 13F filing for Q1 2020, filed 15 May 2020.