Optima Fund Management’s Salesforce CRM Stock Holding History

Optima Fund 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
2019 Q2	–	Sell	-8,773	Closed	-$1.39M	–	41
2019 Q1	$1.39M	Buy	+8,773	New	+$1.36M	1.92%	27

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

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

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

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

Optima Fund Management's CRM Position: Q2 2019 in Review

Optima Fund Management sold out of Salesforce (CRM) in Q2 2019, closing a stake of 8,773 shares — an estimated $1.39M sold.

Optima Fund Management first reported a position in CRM in Q1 2019 and held it in 1 quarter. The position peaked at $1.39M in Q1 2019. 1,379 funds tracked by Wall St. Rank hold CRM as of Q2 2019.

Optima Fund Management reported no remaining Salesforce position as of Q2 2019 after selling out during the quarter.
Optima Fund Management sold 8,773 Salesforce shares in Q2 2019, an estimated $1.39M.
Optima Fund Management first reported a position in Salesforce in Q1 2019 and held it in 1 quarter.
Optima Fund Management's Salesforce position peaked at $1.39M in Q1 2019.
1,379 funds tracked by Wall St. Rank held Salesforce as of Q2 2019.

Based on Optima Fund Management's 13F filing for Q2 2019, filed 14 Aug 2019.