AL
CRM icon

Agran Libbie’s Salesforce CRM Stock Holding History

Agran Libbie’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
Q1 		$303K Sell
3,675
-100
-3% -$7.99K 0.07% 110
2016
Q4 		$258K Hold
3,775
– – 0.06% 111
2016
Q3 		$269K Buy
3,775
+90
+2% +$7.02K 0.08% 99
2016
Q2 		$293K Buy
3,685
+710
+24% +$55.7K 0.07% 114
2016
Q1 		$220K Buy
+2,975
New +$205K 0.06% 114

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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Agran Libbie's CRM Position: Q1 2017 in Review

Agran Libbie reduced its Salesforce (CRM) stake by 2.6% in Q1 2017, selling an estimated $7.99K and leaving 3,675 shares worth $303K. The position accounts for 0.07% of the portfolio, ranked #110.

Agran Libbie first reported a position in CRM in Q1 2016 and has held it in 5 quarters since. 845 funds tracked by Wall St. Rank hold CRM as of Q1 2017.

  • Agran Libbie held 3,675 shares of Salesforce worth $303K as of Q1 2017.
  • Agran Libbie sold 100 Salesforce shares in Q1 2017, an estimated $7.99K.
  • Salesforce made up 0.07% of Agran Libbie's portfolio in Q1 2017, its #110 holding.
  • Agran Libbie first reported a position in Salesforce in Q1 2016 and has held it in 5 quarters since.
  • 845 funds tracked by Wall St. Rank held Salesforce as of Q1 2017.

Based on Agran Libbie's 13F filing for Q1 2017, filed 27 Apr 2017.