Opes Advisors’s Salesforce CRM Stock Holding History

Opes Advisors’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 Q4	–	Sell	-1,400	Closed	-$223K	–	45
2018 Q3	$223K	Buy	+1,400	New	+$208K	0.16%	37

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 $167B AUM 44.17% 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

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Opes Advisors's CRM Position: Q4 2018 in Review

Opes Advisors sold out of Salesforce (CRM) in Q4 2018, closing a stake of 1,400 shares — an estimated $223K sold.

Opes Advisors first reported a position in CRM in Q3 2018 and held it in 1 quarter. The position peaked at $223K in Q3 2018. 1,303 funds tracked by Wall St. Rank hold CRM as of Q4 2018.

Opes Advisors reported no remaining Salesforce position as of Q4 2018 after selling out during the quarter.
Opes Advisors sold 1,400 Salesforce shares in Q4 2018, an estimated $223K.
Opes Advisors first reported a position in Salesforce in Q3 2018 and held it in 1 quarter.
Opes Advisors's Salesforce position peaked at $223K in Q3 2018.
1,303 funds tracked by Wall St. Rank held Salesforce as of Q4 2018.

Based on Opes Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.