Family Capital Trust’s Salesforce CRM Stock Holding History

Family Capital Trust’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 Q3	–	Sell	-250	Closed	-$17K	–	96
2015 Q2	$17K	Buy	+250	New	+$17.8K	0.01%	77

Other funds holding CRM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Family Capital Trust's CRM Position: Q3 2015 in Review

Family Capital Trust sold out of Salesforce (CRM) in Q3 2015, closing a stake of 250 shares — an estimated $17K sold.

Family Capital Trust first reported a position in CRM in Q2 2015 and held it in 1 quarter. The position peaked at $17K in Q2 2015. 663 funds tracked by Wall St. Rank hold CRM as of Q3 2015.

Family Capital Trust reported no remaining Salesforce position as of Q3 2015 after selling out during the quarter.
Family Capital Trust sold 250 Salesforce shares in Q3 2015, an estimated $17K.
Family Capital Trust first reported a position in Salesforce in Q2 2015 and held it in 1 quarter.
Family Capital Trust's Salesforce position peaked at $17K in Q2 2015.
663 funds tracked by Wall St. Rank held Salesforce as of Q3 2015.

Based on Family Capital Trust's 13F filing for Q3 2015, filed 21 Oct 2015.