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Boston Private Bank & Trust’s Salesforce CRM Stock Holding History

Boston Private Bank & Trust’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 		$102K Hold
1,522
– – ﹤0.01% 473
2014
Q4 		$90K Sell
1,522
-130
-8% -$7.67K ﹤0.01% 484
2014
Q3 		$95K Hold
1,652
– – ﹤0.01% 481
2014
Q2 		$96K Hold
1,652
– – ﹤0.01% 485
2014
Q1 		$94K Buy
1,652
+250
+18% +$14.9K ﹤0.01% 495
2013
Q4 		$77K Buy
+1,402
New +$75K ﹤0.01% 523

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 $167B AUM 44.17% 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

Boston Private Bank & Trust's CRM Position: Q1 2015 in Review

Boston Private Bank & Trust held its Salesforce (CRM) position steady in Q1 2015 at 1,522 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

Boston Private Bank & Trust first reported a position in CRM in Q4 2013 and has held it in 6 quarters since. 570 funds tracked by Wall St. Rank hold CRM as of Q1 2015.

  • Boston Private Bank & Trust held 1,522 shares of Salesforce worth $102K as of Q1 2015.
  • Boston Private Bank & Trust left its Salesforce share count unchanged in Q1 2015.
  • Salesforce made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #473 holding.
  • Boston Private Bank & Trust first reported a position in Salesforce in Q4 2013 and has held it in 6 quarters since.
  • 570 funds tracked by Wall St. Rank held Salesforce as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.