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Constellation Investments’s Salesforce CRM Stock Holding History

Constellation Investments’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
Q1 		$1.05M Buy
14,200
+500
+4% +$34.4K 0.19% 116
2015
Q4 		$1.07M Buy
13,700
+300
+2% +$23.4K 0.2% 108
2015
Q3 		$930K Buy
13,400
+300
+2% +$21.3K 0.19% 117
2015
Q2 		$912K Buy
13,100
+300
+2% +$21.4K 0.17% 134
2015
Q1 		$855K Buy
12,800
+900
+8% +$55.8K 0.16% 138
2014
Q4 		$706K Buy
11,900
+700
+6% +$41.3K 0.14% 159
2014
Q3 		$644K Buy
11,200
+400
+4% +$22.5K 0.14% 160
2014
Q2 		$627K Buy
10,800
+300
+3% +$16.2K 0.15% 160
2014
Q1 		$599K Buy
10,500
+300
+3% +$17.9K 0.15% 166
2013
Q4 		$563K Buy
10,200
+900
+10% +$48.1K 0.14% 169
2013
Q3 		$483K Buy
9,300
+600
+7% +$27.2K 0.15% 172
2013
Q2 		$332K Buy
+8,700
New +$359K 0.12% 212

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
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 $145B AUM 34.61% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Constellation Investments's CRM Position: Q1 2016 in Review

Constellation Investments increased its Salesforce (CRM) stake by 3.6% in Q1 2016, buying an estimated $34.4K and bringing the position to 14,200 shares worth $1.05M. The position accounts for 0.19% of the portfolio, ranked #116.

Constellation Investments first reported a position in CRM in Q2 2013 and has held it in 12 quarters since. The position peaked at $1.07M in Q4 2015. 763 funds tracked by Wall St. Rank hold CRM as of Q1 2016.

  • Constellation Investments held 14,200 shares of Salesforce worth $1.05M as of Q1 2016.
  • Constellation Investments bought 500 Salesforce shares in Q1 2016, an estimated $34.4K.
  • Salesforce made up 0.19% of Constellation Investments's portfolio in Q1 2016, its #116 holding.
  • Constellation Investments first reported a position in Salesforce in Q2 2013 and has held it in 12 quarters since.
  • Constellation Investments's Salesforce position peaked at $1.07M in Q4 2015.
  • 763 funds tracked by Wall St. Rank held Salesforce as of Q1 2016.

Based on Constellation Investments's 13F filing for Q1 2016, filed 28 Apr 2016.