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America First Investment Advisors’s Salesforce CRM Stock Holding History

America First Investment 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
2015
Q1 		– Sell
-343
Closed -$20K – 130
2014
Q4 		$20K Hold
343
– – 0.01% 97
2014
Q3 		$20K Hold
343
– – 0.01% 114
2014
Q2 		$20K Sell
343
-337
-50% -$18.2K 0.01% 106
2014
Q1 		$39K Hold
680
– – 0.02% 88
2013
Q4 		$38K Hold
680
– – 0.02% 93
2013
Q3 		$35K Buy
+680
New +$30.9K 0.02% 91

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

America First Investment Advisors's CRM Position: Q1 2015 in Review

America First Investment Advisors sold out of Salesforce (CRM) in Q1 2015, closing a stake of 343 shares — an estimated $20K sold.

America First Investment Advisors first reported a position in CRM in Q3 2013 and held it in 6 quarters. The position peaked at $39K in Q1 2014. 569 funds tracked by Wall St. Rank hold CRM as of Q1 2015.

  • America First Investment Advisors reported no remaining Salesforce position as of Q1 2015 after selling out during the quarter.
  • America First Investment Advisors sold 343 Salesforce shares in Q1 2015, an estimated $20K.
  • America First Investment Advisors first reported a position in Salesforce in Q3 2013 and held it in 6 quarters.
  • America First Investment Advisors's Salesforce position peaked at $39K in Q1 2014.
  • 569 funds tracked by Wall St. Rank held Salesforce as of Q1 2015.

Based on America First Investment Advisors's 13F filing for Q1 2015, filed 29 Apr 2015.