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1st Global Advisors’s Salesforce CRM Stock Holding History

1st Global Advisors’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
2017
Q2 		$1.27M Sell
14,704
-325
-2% -$28.3K 0.15% 92
2017
Q1 		$1.24M Buy
15,029
+3,903
+35% +$312K 0.14% 88
2016
Q4 		$762K Buy
11,126
+4,460
+67% +$324K 0.1% 169
2016
Q3 		$475K Buy
6,666
+323
+5% +$25.2K 0.06% 268
2016
Q2 		$504K Buy
6,343
+122
+2% +$9.57K 0.07% 237
2016
Q1 		$459K Buy
6,221
+1,046
+20% +$72K 0.06% 262
2015
Q4 		$406K Buy
+5,175
New +$404K 0.06% 242

Other funds holding CRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

1st Global Advisors's CRM Position: Q2 2017 in Review

1st Global Advisors reduced its Salesforce (CRM) stake by 2.2% in Q2 2017, selling an estimated $28.3K and leaving 14,704 shares worth $1.27M. The position accounts for 0.15% of the portfolio, ranked #92.

1st Global Advisors first reported a position in CRM in Q4 2015 and has held it in 7 quarters since. 857 funds tracked by Wall St. Rank hold CRM as of Q2 2017.

  • 1st Global Advisors held 14,704 shares of Salesforce worth $1.27M as of Q2 2017.
  • 1st Global Advisors sold 325 Salesforce shares in Q2 2017, an estimated $28.3K.
  • Salesforce made up 0.15% of 1st Global Advisors's portfolio in Q2 2017, its #92 holding.
  • 1st Global Advisors first reported a position in Salesforce in Q4 2015 and has held it in 7 quarters since.
  • 857 funds tracked by Wall St. Rank held Salesforce as of Q2 2017.

Based on 1st Global Advisors's 13F filing for Q2 2017, filed 15 Aug 2017.