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Aris Wealth Services’s Salesforce CRM Stock Holding History

Aris Wealth 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
2015
Q3 		$5K Sell
70
-40
-36% -$2.84K 0.01% 275
2015
Q2 		$8K Hold
110
– – 0.01% 389
2015
Q1 		$7K Buy
+110
New +$6.82K 0.01% 393

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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Aris Wealth Services's CRM Position: Q3 2015 in Review

Aris Wealth Services reduced its Salesforce (CRM) stake by 36% in Q3 2015, selling an estimated $2.84K and leaving 70 shares worth $5K. The position accounts for 0.01% of the portfolio, ranked #275.

Aris Wealth Services first reported a position in CRM in Q1 2015 and has held it in 3 quarters since. The position peaked at $8K in Q2 2015. 663 funds tracked by Wall St. Rank hold CRM as of Q3 2015.

  • Aris Wealth Services held 70 shares of Salesforce worth $5K as of Q3 2015.
  • Aris Wealth Services sold 40 Salesforce shares in Q3 2015, an estimated $2.84K.
  • Salesforce made up 0.01% of Aris Wealth Services's portfolio in Q3 2015, its #275 holding.
  • Aris Wealth Services first reported a position in Salesforce in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Salesforce position peaked at $8K in Q2 2015.
  • 663 funds tracked by Wall St. Rank held Salesforce as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.