DPA
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Delphi Private Advisors’s Salesforce CRM Stock Holding History

Delphi Private Advisors’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
-439
Closed -$30K – 143
2016
Q4 		$30K Hold
439
– – 0.05% 60
2016
Q3 		$31K Sell
439
-25
-5% -$1.95K 0.05% 48
2016
Q2 		$37K Sell
464
-1
-0.2% -$78 0.07% 51
2016
Q1 		$34K Hold
465
– – 0.06% 61
2015
Q4 		$36K Buy
+465
New +$36.3K 0.06% 63

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

Delphi Private Advisors's CRM Position: Q1 2017 in Review

Delphi Private Advisors sold out of Salesforce (CRM) in Q1 2017, closing a stake of 439 shares — an estimated $30K sold.

Delphi Private Advisors first reported a position in CRM in Q4 2015 and held it in 5 quarters. The position peaked at $37K in Q2 2016. 845 funds tracked by Wall St. Rank hold CRM as of Q1 2017.

  • Delphi Private Advisors reported no remaining Salesforce position as of Q1 2017 after selling out during the quarter.
  • Delphi Private Advisors sold 439 Salesforce shares in Q1 2017, an estimated $30K.
  • Delphi Private Advisors first reported a position in Salesforce in Q4 2015 and held it in 5 quarters.
  • Delphi Private Advisors's Salesforce position peaked at $37K in Q2 2016.
  • 845 funds tracked by Wall St. Rank held Salesforce as of Q1 2017.

Based on Delphi Private Advisors's 13F filing for Q1 2017, filed 25 Apr 2017.