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Bellwether Investment Group’s Salesforce CRM Stock Holding History

Bellwether Investment Group’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 		$537K Hold
5,260
– – 2.15% 13
2017
Q3 		$491K Buy
5,260
+282
+6% +$25.9K 2.31% 14
2017
Q2 		$431K Buy
4,978
+4,827
+3,197% +$420K 2% 20
2017
Q1 		$12K Sell
151
-137
-48% -$10.9K 0.03% 437
2016
Q4 		$20K Buy
+288
New +$20.9K 0.02% 452
2016
Q2 		$10K Buy
+120
New +$9.42K 0.01% 409

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

Bellwether Investment Group's CRM Position: Q4 2017 in Review

Bellwether Investment Group held its Salesforce (CRM) position steady in Q4 2017 at 5,260 shares worth $537K. The position accounts for 2.15% of the portfolio, ranked #13.

Bellwether Investment Group first reported a position in CRM in Q2 2016 and has held it in 6 quarters since. 1,003 funds tracked by Wall St. Rank hold CRM as of Q4 2017.

  • Bellwether Investment Group held 5,260 shares of Salesforce worth $537K as of Q4 2017.
  • Bellwether Investment Group left its Salesforce share count unchanged in Q4 2017.
  • Salesforce made up 2.15% of Bellwether Investment Group's portfolio in Q4 2017, its #13 holding.
  • Bellwether Investment Group first reported a position in Salesforce in Q2 2016 and has held it in 6 quarters since.
  • 1,003 funds tracked by Wall St. Rank held Salesforce as of Q4 2017.

Based on Bellwether Investment Group's 13F filing for Q4 2017, filed 30 Jan 2018.