StratiFi’s Salesforce CRM Stock Holding History

StratiFi’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 Q1	–	Sell	-74,300	Closed	-$7.6M	–	4
2017 Q4	$7.6M	Sell	74,300 -24,700	-25%	-$2.52M	1.11%	4
2017 Q3	$9.25M	Hold	99,000	–	–	8.97%	3
2017 Q2	$8.57M	Hold	99,000	–	–	1.86%	4
2017 Q1	$8.17M	Sell	99,000 -1,000	-1%	-$79.9K	6.21%	4
2016 Q4	$6.85M	Hold	100,000	–	–	4.77%	4
2016 Q3	$7.13M	Hold	100,000	–	–	8.7%	3
2016 Q2	$7.94M	Hold	100,000	–	–	3.29%	6
2016 Q1	$7.38M	Buy	100,000 +50,000	+100%	+$3.44M	4.46%	5
2015 Q4	$3.92M	Sell	50,000 -25,000	-33%	-$1.95M	1.45%	7
2015 Q3	$5.21M	Hold	75,000	–	–	1.54%	6
2015 Q2	$5.22M	Hold	75,000	–	–	6.48%	4
2015 Q1	$5.01M	Buy	75,000 +25,000	+50%	+$1.55M	5.56%	4
2014 Q4	$2.97M	Buy	+50,000	New	+$2.95M	18.03%	2

Other funds holding CRM

Fidelity Investments

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sands Capital Management

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return