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Calvert Investment Management’s Salesforce CRM Stock Holding History

Calvert Investment 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
2017
Q1 		– Sell
-31,933
Closed -$2.19M – 153
2016
Q4 		$2.19M Sell
31,933
-2,391
-7% -$174K 0.08% 280
2016
Q3 		$2.45M Buy
34,324
+2,205
+7% +$172K 0.09% 270
2016
Q2 		$2.55M Sell
32,119
-140
-0.4% -$11K 0.1% 221
2016
Q1 		$2.38M Buy
32,259
+6,782
+27% +$467K 0.11% 200
2015
Q4 		$2M Buy
25,477
+6,804
+36% +$531K 0.09% 206
2015
Q3 		$1.3M Sell
18,673
-44
-0.2% -$3.12K 0.06% 191
2015
Q2 		$1.3M Sell
18,717
-8,147
-30% -$580K 0.06% 206
2015
Q1 		$1.79M Buy
26,864
+3,634
+16% +$225K 0.12% 164
2014
Q4 		$1.38M Buy
23,230
+2,104
+10% +$124K 0.09% 190
2014
Q3 		$1.22M Buy
21,126
+15,835
+299% +$892K 0.09% 189
2014
Q2 		$307K Hold
5,291
– – 0.02% 293
2014
Q1 		$302K Buy
5,291
+10
+0.2% +$598 0.02% 286
2013
Q4 		$291K Hold
5,281
– – 0.02% 281
2013
Q3 		$274K Sell
5,281
-433
-8% -$19.7K 0.03% 274
2013
Q2 		$218K Buy
+5,714
New +$236K 0.03% 281

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
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
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Calvert Investment Management's CRM Position: Q1 2017 in Review

Calvert Investment Management sold out of Salesforce (CRM) in Q1 2017, closing a stake of 31,933 shares — an estimated $2.19M sold.

Calvert Investment Management first reported a position in CRM in Q2 2013 and held it in 15 quarters. The position peaked at $2.55M in Q2 2016. 845 funds tracked by Wall St. Rank hold CRM as of Q1 2017.

  • Calvert Investment Management reported no remaining Salesforce position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 31,933 Salesforce shares in Q1 2017, an estimated $2.19M.
  • Calvert Investment Management first reported a position in Salesforce in Q2 2013 and held it in 15 quarters.
  • Calvert Investment Management's Salesforce position peaked at $2.55M in Q2 2016.
  • 845 funds tracked by Wall St. Rank held Salesforce as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.