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Baird’s Salesforce CRM Stock Holding History

Baird’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 		$13.4M Buy
200,844
+1,892
+1% +$117K 0.14% 181
2014
Q4 		$11.8M Buy
198,952
+28,008
+16% +$1.65M 0.13% 196
2014
Q3 		$9.83M Buy
170,944
+4,997
+3% +$281K 0.14% 162
2014
Q2 		$9.64M Buy
165,947
+22,581
+16% +$1.22M 0.14% 167
2014
Q1 		$8.19M Sell
143,366
-7,624
-5% -$456K 0.12% 188
2013
Q4 		$8.33M Sell
150,990
-25,324
-14% -$1.35M 0.14% 180
2013
Q3 		$9.15M Buy
176,314
+57,793
+49% +$2.62M 0.17% 168
2013
Q2 		$4.53M Buy
+118,521
New +$4.89M 0.09% 255

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

Baird's CRM Position: Q1 2015 in Review

Baird increased its Salesforce (CRM) stake by 0.95% in Q1 2015, buying an estimated $117K and bringing the position to 200,844 shares worth $13.4M. The position accounts for 0.14% of the portfolio, ranked #181.

Baird first reported a position in CRM in Q2 2013 and has held it in 8 quarters since. 569 funds tracked by Wall St. Rank hold CRM as of Q1 2015.

  • Baird held 200,844 shares of Salesforce worth $13.4M as of Q1 2015.
  • Baird bought 1,892 Salesforce shares in Q1 2015, an estimated $117K.
  • Salesforce made up 0.14% of Baird's portfolio in Q1 2015, its #181 holding.
  • Baird first reported a position in Salesforce in Q2 2013 and has held it in 8 quarters since.
  • 569 funds tracked by Wall St. Rank held Salesforce as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.