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Curian Capital’s Salesforce CRM Stock Holding History

Curian Capital’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
2015
Q2 		– Sell
-161,568
Closed -$10.8M – 590
2015
Q1 		$10.8M Buy
161,568
+3,036
+2% +$188K 0.18% 140
2014
Q4 		$9.4M Sell
158,532
-5,477
-3% -$323K 0.16% 163
2014
Q3 		$9.44M Sell
164,009
-1,172
-0.7% -$66K 0.17% 150
2014
Q2 		$9.59M Buy
165,181
+10,115
+7% +$546K 0.17% 145
2014
Q1 		$8.85M Sell
155,066
-116,637
-43% -$6.97M 0.16% 155
2013
Q4 		$15M Sell
271,703
-7,395
-3% -$396K 0.27% 80
2013
Q3 		$14.5M Sell
279,098
-3,329
-1% -$151K 0.26% 71
2013
Q2 		$10.8M Buy
+282,427
New +$11.7M 0.2% 98

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Curian Capital's CRM Position: Q2 2015 in Review

Curian Capital sold out of Salesforce (CRM) in Q2 2015, closing a stake of 161,568 shares — an estimated $10.8M sold.

Curian Capital first reported a position in CRM in Q2 2013 and held it in 8 quarters. The position peaked at $15M in Q4 2013. 642 funds tracked by Wall St. Rank hold CRM as of Q2 2015.

  • Curian Capital reported no remaining Salesforce position as of Q2 2015 after selling out during the quarter.
  • Curian Capital sold 161,568 Salesforce shares in Q2 2015, an estimated $10.8M.
  • Curian Capital first reported a position in Salesforce in Q2 2013 and held it in 8 quarters.
  • Curian Capital's Salesforce position peaked at $15M in Q4 2013.
  • 642 funds tracked by Wall St. Rank held Salesforce as of Q2 2015.

Based on Curian Capital's 13F filing for Q2 2015, filed 28 Jul 2015.