RCM
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Ratan Capital Management’s Salesforce CRM Stock Holding History

Ratan Capital 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
2020
Q2 		– Sell
-22,000
Closed -$3.17M – 44
2020
Q1 		$3.17M Buy
+22,000
New +$3.77M 1.48% 21
2019
Q1 		– Sell
-66,060
Closed -$9.05M – 13
2018
Q4 		$9.05M Buy
+66,060
New +$9.09M 8.1% 2

Other funds holding CRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ratan Capital Management's CRM Position: Q2 2020 in Review

Ratan Capital Management sold out of Salesforce (CRM) in Q2 2020, closing a stake of 22,000 shares — an estimated $3.17M sold.

Ratan Capital Management first reported a position in CRM in Q4 2018 and held it in 2 quarters. The position peaked at $9.05M in Q4 2018. 1,703 funds tracked by Wall St. Rank hold CRM as of Q2 2020.

  • Ratan Capital Management reported no remaining Salesforce position as of Q2 2020 after selling out during the quarter.
  • Ratan Capital Management sold 22,000 Salesforce shares in Q2 2020, an estimated $3.17M.
  • Ratan Capital Management first reported a position in Salesforce in Q4 2018 and held it in 2 quarters.
  • Ratan Capital Management's Salesforce position peaked at $9.05M in Q4 2018.
  • 1,703 funds tracked by Wall St. Rank held Salesforce as of Q2 2020.

Based on Ratan Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.