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Atherton Lane Advisers’s Salesforce CRM Stock Holding History

Atherton Lane Advisers’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
Q4 		$22.3M Buy
284,717
+67,240
+31% +$5.25M 1.3% 38
2015
Q3 		$15.1M Buy
+217,477
New +$15.4M 0.94% 52

Other funds holding CRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Atherton Lane Advisers's CRM Position: Q4 2015 in Review

Atherton Lane Advisers increased its Salesforce (CRM) stake by 31% in Q4 2015, buying an estimated $5.25M and bringing the position to 284,717 shares worth $22.3M. The position accounts for 1.3% of the portfolio, ranked #38.

Atherton Lane Advisers first reported a position in CRM in Q3 2015 and has held it in 2 quarters since. 764 funds tracked by Wall St. Rank hold CRM as of Q4 2015.

  • Atherton Lane Advisers held 284,717 shares of Salesforce worth $22.3M as of Q4 2015.
  • Atherton Lane Advisers bought 67,240 Salesforce shares in Q4 2015, an estimated $5.25M.
  • Salesforce made up 1.3% of Atherton Lane Advisers's portfolio in Q4 2015, its #38 holding.
  • Atherton Lane Advisers first reported a position in Salesforce in Q3 2015 and has held it in 2 quarters since.
  • 764 funds tracked by Wall St. Rank held Salesforce as of Q4 2015.

Based on Atherton Lane Advisers's 13F filing for Q4 2015, filed 16 Feb 2016.