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Concert Wealth Management’s Salesforce CRM Stock Holding History

Concert Wealth 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
Q2 		– Sell
-5,127
Closed -$354K – 204
2017
Q1 		$354K Sell
5,127
-7,060
-58% -$564K 0.08% 322
2016
Q4 		$840K Sell
12,187
-3,115
-20% -$226K 0.19% 164
2016
Q3 		$1.09M Sell
15,302
-1,761
-10% -$137K 0.13% 202
2016
Q2 		$1.36M Sell
17,063
-46
-0.3% -$3.61K 0.18% 152
2016
Q1 		$1.26M Sell
17,109
-2,662
-13% -$183K 0.17% 157
2015
Q4 		$1.56M Buy
19,771
+2,642
+15% +$206K 0.21% 120
2015
Q3 		$1.19M Buy
17,129
+13,089
+324% +$928K 0.16% 159
2015
Q2 		$283K Buy
+4,040
New +$288K 0.04% 521

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

Concert Wealth Management's CRM Position: Q2 2017 in Review

Concert Wealth Management sold out of Salesforce (CRM) in Q2 2017, closing a stake of 5,127 shares — an estimated $354K sold.

Concert Wealth Management first reported a position in CRM in Q2 2015 and held it in 8 quarters. The position peaked at $1.56M in Q4 2015. 857 funds tracked by Wall St. Rank hold CRM as of Q2 2017.

  • Concert Wealth Management reported no remaining Salesforce position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 5,127 Salesforce shares in Q2 2017, an estimated $354K.
  • Concert Wealth Management first reported a position in Salesforce in Q2 2015 and held it in 8 quarters.
  • Concert Wealth Management's Salesforce position peaked at $1.56M in Q4 2015.
  • 857 funds tracked by Wall St. Rank held Salesforce as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.