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

Edmond de Rothschild (Suisse)’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 		$546K Buy
+7,648
New +$596K 0.17% 124
2015
Q4 		– Sell
-1,600
Closed -$111K – 393
2015
Q3 		$111K Sell
1,600
-2,060
-56% -$146K 0.04% 201
2015
Q2 		$255K Buy
+3,660
New +$261K 0.08% 145

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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

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

Edmond de Rothschild (Suisse) opened a new position in Salesforce (CRM) in Q3 2016: 7,648 shares worth $546K. The stake represents 0.17% of the portfolio and ranks #124 among its holdings. This is a return to the name: Edmond de Rothschild (Suisse) previously reported a position in CRM as recently as Q3 2015.

Edmond de Rothschild (Suisse) first reported a position in CRM in Q2 2015 and has held it in 3 quarters since. 779 funds tracked by Wall St. Rank hold CRM as of Q3 2016.

  • Edmond de Rothschild (Suisse) held 7,648 shares of Salesforce worth $546K as of Q3 2016.
  • Salesforce was a new Edmond de Rothschild (Suisse) position in Q3 2016.
  • Salesforce made up 0.17% of Edmond de Rothschild (Suisse)'s portfolio in Q3 2016, its #124 holding.
  • Edmond de Rothschild (Suisse) first reported a position in Salesforce in Q2 2015 and has held it in 3 quarters since.
  • 779 funds tracked by Wall St. Rank held Salesforce as of Q3 2016.

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