Potrero Capital Research’s Salesforce CRM Stock Holding History

Potrero Capital Research’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	-25,364	Closed	-$4.02M	–	51
2019 Q1	$4.02M	Hold	25,364	–	–	2.49%	18
2018 Q4	$3.47M	Hold	25,364	–	–	2.44%	18
2018 Q3	$4.03M	Hold	25,364	–	–	2.61%	15
2018 Q2	$3.46M	Buy	25,364 +1,064	+4%	+$136K	2.57%	17
2018 Q1	$2.83M	Hold	24,300	–	–	2.12%	17
2017 Q4	$2.48M	Hold	24,300	–	–	2.04%	17
2017 Q3	$2.27M	Hold	24,300	–	–	1.91%	22
2017 Q2	$2.1M	Buy	24,300 +4,000	+20%	+$348K	1.97%	24
2017 Q1	$1.68M	Hold	20,300	–	–	1.49%	26
2016 Q4	$1.39M	Buy	20,300 +16,000	+372%	+$1.16M	1.31%	25
2016 Q3	$307K	Hold	4,300	–	–	0.29%	38
2016 Q2	$341K	Hold	4,300	–	–	0.31%	33
2016 Q1	$317K	Hold	4,300	–	–	0.3%	31
2015 Q4	$337K	Buy	+4,300	New	+$336K	0.3%	33

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

Potrero Capital Research's CRM Position: Q2 2019 in Review

Potrero Capital Research sold out of Salesforce (CRM) in Q2 2019, closing a stake of 25,364 shares — an estimated $4.02M sold.

Potrero Capital Research first reported a position in CRM in Q4 2015 and held it in 14 quarters. The position peaked at $4.03M in Q3 2018. 1,379 funds tracked by Wall St. Rank hold CRM as of Q2 2019.

Potrero Capital Research reported no remaining Salesforce position as of Q2 2019 after selling out during the quarter.
Potrero Capital Research sold 25,364 Salesforce shares in Q2 2019, an estimated $4.02M.
Potrero Capital Research first reported a position in Salesforce in Q4 2015 and held it in 14 quarters.
Potrero Capital Research's Salesforce position peaked at $4.03M in Q3 2018.
1,379 funds tracked by Wall St. Rank held Salesforce as of Q2 2019.

Based on Potrero Capital Research's 13F filing for Q2 2019, filed 14 Aug 2019.