PagnatoKarp Partners’s Salesforce CRM Stock Holding History

PagnatoKarp Partners’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	-1,543	Closed	-$222K	–	30
2020 Q1	$222K	Buy	1,543 +8	+0.5%	+$1.37K	0.06%	145
2019 Q4	$250K	Buy	+1,535	New	+$241K	0.04%	160

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

PagnatoKarp Partners's CRM Position: Q2 2020 in Review

PagnatoKarp Partners sold out of Salesforce (CRM) in Q2 2020, closing a stake of 1,543 shares — an estimated $222K sold.

PagnatoKarp Partners first reported a position in CRM in Q4 2019 and held it in 2 quarters. The position peaked at $250K in Q4 2019. 1,704 funds tracked by Wall St. Rank hold CRM as of Q2 2020.

PagnatoKarp Partners reported no remaining Salesforce position as of Q2 2020 after selling out during the quarter.
PagnatoKarp Partners sold 1,543 Salesforce shares in Q2 2020, an estimated $222K.
PagnatoKarp Partners first reported a position in Salesforce in Q4 2019 and held it in 2 quarters.
PagnatoKarp Partners's Salesforce position peaked at $250K in Q4 2019.
1,704 funds tracked by Wall St. Rank held Salesforce as of Q2 2020.

Based on PagnatoKarp Partners's 13F filing for Q2 2020.