TLP Group’s Salesforce CRM Stock Holding History

TLP Group’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	-281	Closed	-$38K	–	430
2018 Q2	$38K	Sell	281 -822	-75%	-$105K	0.06%	200
2018 Q1	$128K	Buy	1,103 +860	+354%	+$98.8K	0.09%	295
2017 Q4	$25K	Buy	243 +108	+80%	+$11K	0.02%	213
2017 Q3	$13K	Buy	+135	New	+$12.4K	0.01%	329

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

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

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

TLP Group's CRM Position: Q3 2018 in Review

TLP Group sold out of Salesforce (CRM) in Q3 2018, closing a stake of 281 shares — an estimated $38K sold.

TLP Group first reported a position in CRM in Q3 2017 and held it in 4 quarters. The position peaked at $128K in Q1 2018. 1,219 funds tracked by Wall St. Rank hold CRM as of Q3 2018.

TLP Group reported no remaining Salesforce position as of Q3 2018 after selling out during the quarter.
TLP Group sold 281 Salesforce shares in Q3 2018, an estimated $38K.
TLP Group first reported a position in Salesforce in Q3 2017 and held it in 4 quarters.
TLP Group's Salesforce position peaked at $128K in Q1 2018.
1,219 funds tracked by Wall St. Rank held Salesforce as of Q3 2018.

Based on TLP Group's 13F filing for Q3 2018, filed 14 Nov 2018.