BKA
CRM icon

Brick & Kyle Associates’s Salesforce CRM Stock Holding History

Brick & Kyle Associates’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
Q2 		– Sell
-600
Closed -$49K – 141
2017
Q1 		$49K Hold
600
– – 0.04% 176
2016
Q4 		$41K Hold
600
– – 0.03% 195
2016
Q3 		$43K Buy
600
+200
+50% +$15.6K 0.03% 191
2016
Q2 		$32K Hold
400
– – 0.03% 217
2016
Q1 		$30K Hold
400
– – 0.03% 215
2015
Q4 		$31K Buy
400
+150
+60% +$11.7K 0.03% 205
2015
Q3 		$17K Hold
250
– – 0.02% 283
2015
Q2 		$17K Hold
250
– – 0.01% 305
2015
Q1 		$17K Hold
250
– – 0.01% 298
2014
Q4 		$15K Buy
+250
New +$14.7K 0.01% 306

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
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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Brick & Kyle Associates's CRM Position: Q2 2017 in Review

Brick & Kyle Associates sold out of Salesforce (CRM) in Q2 2017, closing a stake of 600 shares — an estimated $49K sold.

Brick & Kyle Associates first reported a position in CRM in Q4 2014 and held it in 10 quarters. The position peaked at $49K in Q1 2017. 857 funds tracked by Wall St. Rank hold CRM as of Q2 2017.

  • Brick & Kyle Associates reported no remaining Salesforce position as of Q2 2017 after selling out during the quarter.
  • Brick & Kyle Associates sold 600 Salesforce shares in Q2 2017, an estimated $49K.
  • Brick & Kyle Associates first reported a position in Salesforce in Q4 2014 and held it in 10 quarters.
  • Brick & Kyle Associates's Salesforce position peaked at $49K in Q1 2017.
  • 857 funds tracked by Wall St. Rank held Salesforce as of Q2 2017.

Based on Brick & Kyle Associates's 13F filing for Q2 2017, filed 14 Aug 2017.