Old Mutual Customised Solutions’s Salesforce CRM Stock Holding History

Old Mutual Customised Solutions’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
2018 Q2	$4.61M	Buy	33,794 +900	+3%	+$115K	0.46%	48
2018 Q1	$3.83M	Hold	32,894	–	–	0.39%	57
2017 Q4	$3.36M	Buy	32,894 +13,900	+73%	+$1.42M	0.34%	74
2017 Q3	$1.77M	Hold	18,994	–	–	0.24%	102
2017 Q2	$1.65M	Buy	18,994 +800	+4%	+$69.7K	0.24%	104
2017 Q1	$1.5M	Buy	18,194 +1,694	+10%	+$135K	0.23%	107
2016 Q4	$1.13M	Buy	16,500 +7,000	+74%	+$508K	0.21%	118
2016 Q3	$678K	Hold	9,500	–	–	0.19%	123
2016 Q2	$754K	Hold	9,500	–	–	0.19%	124
2016 Q1	$701K	Hold	9,500	–	–	0.18%	132
2015 Q4	$745K	Hold	9,500	–	–	0.19%	122
2015 Q3	$660K	Buy	9,500 +1,300	+16%	+$92.2K	0.18%	138
2015 Q2	$571K	Buy	8,200 +800	+11%	+$57K	0.14%	178
2015 Q1	$494K	Buy	7,400 +5,800	+363%	+$360K	0.12%	198
2014 Q4	$95K	Buy	1,600 +1,200	+300%	+$70.8K	0.03%	599
2014 Q3	$23K	Sell	400 -1,600	-80%	-$90.1K	0.01%	655
2014 Q2	$116K	Sell	2,000 -700	-26%	-$37.8K	0.03%	574
2014 Q1	$154K	Hold	2,700	–	–	0.04%	492
2013 Q4	$149K	Hold	2,700	–	–	0.04%	479
2013 Q3	$140K	Hold	2,700	–	–	0.04%	482
2013 Q2	$103K	Buy	+2,700	New	+$111K	0.03%	602

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Old Mutual Customised Solutions's CRM Position: Q2 2018 in Review

Old Mutual Customised Solutions increased its Salesforce (CRM) stake by 2.7% in Q2 2018, buying an estimated $115K and bringing the position to 33,794 shares worth $4.61M. The position accounts for 0.46% of the portfolio, ranked #48.

Old Mutual Customised Solutions first reported a position in CRM in Q2 2013 and has held it in 21 quarters since. 1,143 funds tracked by Wall St. Rank hold CRM as of Q2 2018.

Old Mutual Customised Solutions held 33,794 shares of Salesforce worth $4.61M as of Q2 2018.
Old Mutual Customised Solutions bought 900 Salesforce shares in Q2 2018, an estimated $115K.
Salesforce made up 0.46% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #48 holding.
Old Mutual Customised Solutions first reported a position in Salesforce in Q2 2013 and has held it in 21 quarters since.
1,143 funds tracked by Wall St. Rank held Salesforce as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.