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BB&T Investment Services’s Salesforce CRM Stock Holding History

BB&T Investment 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
Q4 		$101K Buy
988
+110
+13% +$11.2K 0.02% 403
2017
Q3 		$83K Buy
878
+192
+28% +$17.7K 0.02% 410
2017
Q2 		$60K Buy
686
+285
+71% +$24.8K 0.02% 430
2017
Q1 		$34K Buy
401
+224
+127% +$17.9K 0.01% 446
2016
Q4 		$12K Buy
+177
New +$12.8K 0.01% 497

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BB&T Investment Services's CRM Position: Q4 2017 in Review

BB&T Investment Services increased its Salesforce (CRM) stake by 13% in Q4 2017, buying an estimated $11.2K and bringing the position to 988 shares worth $101K. The position accounts for 0.02% of the portfolio, ranked #403.

BB&T Investment Services first reported a position in CRM in Q4 2016 and has held it in 5 quarters since. 1,002 funds tracked by Wall St. Rank hold CRM as of Q4 2017.

  • BB&T Investment Services held 988 shares of Salesforce worth $101K as of Q4 2017.
  • BB&T Investment Services bought 110 Salesforce shares in Q4 2017, an estimated $11.2K.
  • Salesforce made up 0.02% of BB&T Investment Services's portfolio in Q4 2017, its #403 holding.
  • BB&T Investment Services first reported a position in Salesforce in Q4 2016 and has held it in 5 quarters since.
  • 1,002 funds tracked by Wall St. Rank held Salesforce as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.