BAM
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Brave Asset Management’s Salesforce CRM Stock Holding History

Brave Asset Management’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
2016
Q4 		– Sell
-400
Closed -$29K – 185
2016
Q3 		$29K Hold
400
– – 0.02% 261
2016
Q2 		$32K Hold
400
– – 0.02% 260
2016
Q1 		$30K Hold
400
– – 0.02% 260
2015
Q4 		$31K Buy
+400
New +$31.2K 0.02% 262

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
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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Brave Asset Management's CRM Position: Q4 2016 in Review

Brave Asset Management sold out of Salesforce (CRM) in Q4 2016, closing a stake of 400 shares — an estimated $29K sold.

Brave Asset Management first reported a position in CRM in Q4 2015 and held it in 4 quarters. The position peaked at $32K in Q2 2016. 814 funds tracked by Wall St. Rank hold CRM as of Q4 2016.

  • Brave Asset Management reported no remaining Salesforce position as of Q4 2016 after selling out during the quarter.
  • Brave Asset Management sold 400 Salesforce shares in Q4 2016, an estimated $29K.
  • Brave Asset Management first reported a position in Salesforce in Q4 2015 and held it in 4 quarters.
  • Brave Asset Management's Salesforce position peaked at $32K in Q2 2016.
  • 814 funds tracked by Wall St. Rank held Salesforce as of Q4 2016.

Based on Brave Asset Management's 13F filing for Q4 2016, filed 27 Jan 2017.