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Edmond de Rothschild (Europe)’s Salesforce CRM Stock Holding History

Edmond de Rothschild (Europe)’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
Q3 		$497K Buy
6,966
+5,016
+257% +$391K 0.2% 69
2016
Q2 		$155K Buy
1,950
+400
+26% +$31.4K 0.08% 119
2016
Q1 		$114K Hold
1,550
– – 0.06% 133
2015
Q4 		$122K Hold
1,550
– – 0.05% 138
2015
Q3 		$108K Buy
+1,550
New +$110K 0.05% 146

Other funds holding CRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Edmond de Rothschild (Europe)'s CRM Position: Q3 2016 in Review

Edmond de Rothschild (Europe) increased its Salesforce (CRM) stake by 257% in Q3 2016, buying an estimated $391K and bringing the position to 6,966 shares worth $497K. The position accounts for 0.2% of the portfolio, ranked #69.

Edmond de Rothschild (Europe) first reported a position in CRM in Q3 2015 and has held it in 5 quarters since. 780 funds tracked by Wall St. Rank hold CRM as of Q3 2016.

  • Edmond de Rothschild (Europe) held 6,966 shares of Salesforce worth $497K as of Q3 2016.
  • Edmond de Rothschild (Europe) bought 5,016 Salesforce shares in Q3 2016, an estimated $391K.
  • Salesforce made up 0.2% of Edmond de Rothschild (Europe)'s portfolio in Q3 2016, its #69 holding.
  • Edmond de Rothschild (Europe) first reported a position in Salesforce in Q3 2015 and has held it in 5 quarters since.
  • 780 funds tracked by Wall St. Rank held Salesforce as of Q3 2016.

Based on Edmond de Rothschild (Europe)'s 13F filing for Q3 2016, filed 14 Nov 2016.