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Social Capital PEP Management’s Salesforce CRM Stock Holding History

Social Capital PEP 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
2018
Q3 		– Sell
-28,136
Closed -$3.84M – 3
2018
Q2 		$3.84M Sell
28,136
-61,510
-69% -$7.85M 6.79% 7
2018
Q1 		$10.4M Sell
89,646
-33,722
-27% -$3.87M 5.8% 9
2017
Q4 		$12.6M Buy
+123,368
New +$12.6M 7.86% 6

Other funds holding CRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Social Capital PEP Management's CRM Position: Q3 2018 in Review

Social Capital PEP Management sold out of Salesforce (CRM) in Q3 2018, closing a stake of 28,136 shares — an estimated $3.84M sold.

Social Capital PEP Management first reported a position in CRM in Q4 2017 and held it in 3 quarters. The position peaked at $12.6M in Q4 2017. 1,219 funds tracked by Wall St. Rank hold CRM as of Q3 2018.

  • Social Capital PEP Management reported no remaining Salesforce position as of Q3 2018 after selling out during the quarter.
  • Social Capital PEP Management sold 28,136 Salesforce shares in Q3 2018, an estimated $3.84M.
  • Social Capital PEP Management first reported a position in Salesforce in Q4 2017 and held it in 3 quarters.
  • Social Capital PEP Management's Salesforce position peaked at $12.6M in Q4 2017.
  • 1,219 funds tracked by Wall St. Rank held Salesforce as of Q3 2018.

Based on Social Capital PEP Management's 13F filing for Q3 2018.