Appropriate Balance Financial Services’s Salesforce CRM Stock Holding History

Appropriate Balance Financial Services’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 Q3	$6.02K	Buy	562 +49	+10%	+$4.51K	0.3%	20
2017 Q2	$5.93K	Buy	513 +33	+7%	+$2.87K	0.3%	20
2017 Q1	$5.82K	Sell	480 -5,817	-92%	-$465K	0.29%	21
2016 Q4	$431K	Sell	6,297 -519	-8%	-$37.7K	0.26%	30
2016 Q3	$486K	Sell	6,816 -406	-6%	-$31.7K	0.31%	29
2016 Q2	$573K	Sell	7,222 -93	-1%	-$7.3K	0.38%	20
2016 Q1	$540K	Sell	7,315 -548	-7%	-$37.7K	0.38%	23
2015 Q4	$616K	Buy	+7,863	New	+$614K	0.43%	18

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

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 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Appropriate Balance Financial Services's CRM Position: Q3 2017 in Review

Appropriate Balance Financial Services increased its Salesforce (CRM) stake by 9.6% in Q3 2017, buying an estimated $4.51K and bringing the position to 562 shares worth $6.02K. The position accounts for 0.3% of the portfolio, ranked #20.

Appropriate Balance Financial Services first reported a position in CRM in Q4 2015 and has held it in 8 quarters since. The position peaked at $616K in Q4 2015. 876 funds tracked by Wall St. Rank hold CRM as of Q3 2017.

Appropriate Balance Financial Services held 562 shares of Salesforce worth $6.02K as of Q3 2017.
Appropriate Balance Financial Services bought 49 Salesforce shares in Q3 2017, an estimated $4.51K.
Salesforce made up 0.3% of Appropriate Balance Financial Services's portfolio in Q3 2017, its #20 holding.
Appropriate Balance Financial Services first reported a position in Salesforce in Q4 2015 and has held it in 8 quarters since.
Appropriate Balance Financial Services's Salesforce position peaked at $616K in Q4 2015.
876 funds tracked by Wall St. Rank held Salesforce as of Q3 2017.

Based on Appropriate Balance Financial Services's 13F filing for Q3 2017, filed 10 Oct 2017.