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Credential Securities’s Salesforce CRM Stock Holding History

Credential Securities’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
Q4 		– Sell
-2,399
Closed -$224K – 255
2017
Q3 		$224K Sell
2,399
-70
-3% -$6.44K 0.06% 165
2017
Q2 		$214K Sell
2,469
-26
-1% -$2.26K 0.07% 168
2017
Q1 		$206K Buy
2,495
+1,114
+81% +$89K 0.07% 166
2016
Q4 		$94.6K Buy
1,381
+133
+11% +$9.65K 0.04% 182
2016
Q3 		$89K Sell
1,248
-6
-0.5% -$468 0.04% 182
2016
Q2 		$99.6K Buy
+1,254
New +$98.4K 0.05% 180

Other funds holding CRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Credential Securities's CRM Position: Q4 2017 in Review

Credential Securities sold out of Salesforce (CRM) in Q4 2017, closing a stake of 2,399 shares — an estimated $224K sold.

Credential Securities first reported a position in CRM in Q2 2016 and held it in 6 quarters. The position peaked at $224K in Q3 2017. 1,002 funds tracked by Wall St. Rank hold CRM as of Q4 2017.

  • Credential Securities reported no remaining Salesforce position as of Q4 2017 after selling out during the quarter.
  • Credential Securities sold 2,399 Salesforce shares in Q4 2017, an estimated $224K.
  • Credential Securities first reported a position in Salesforce in Q2 2016 and held it in 6 quarters.
  • Credential Securities's Salesforce position peaked at $224K in Q3 2017.
  • 1,002 funds tracked by Wall St. Rank held Salesforce as of Q4 2017.

Based on Credential Securities's 13F filing for Q4 2017, filed 21 Jul 2025.