Schoolcraft Capital’s Salesforce CRM Stock Holding History

Schoolcraft Capital’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 Q3	–	Sell	-1,500	Closed	-$228K	–	58
2019 Q2	$228K	Buy	+1,500	New	+$235K	0.14%	47

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Schoolcraft Capital's CRM Position: Q3 2019 in Review

Schoolcraft Capital sold out of Salesforce (CRM) in Q3 2019, closing a stake of 1,500 shares — an estimated $228K sold.

Schoolcraft Capital first reported a position in CRM in Q2 2019 and held it in 1 quarter. The position peaked at $228K in Q2 2019. 1,425 funds tracked by Wall St. Rank hold CRM as of Q3 2019.

Schoolcraft Capital reported no remaining Salesforce position as of Q3 2019 after selling out during the quarter.
Schoolcraft Capital sold 1,500 Salesforce shares in Q3 2019, an estimated $228K.
Schoolcraft Capital first reported a position in Salesforce in Q2 2019 and held it in 1 quarter.
Schoolcraft Capital's Salesforce position peaked at $228K in Q2 2019.
1,425 funds tracked by Wall St. Rank held Salesforce as of Q3 2019.

Based on Schoolcraft Capital's 13F filing for Q3 2019, filed 26 Oct 2023.