First Western Capital Management’s Salesforce CRM Stock Holding History

First Western Capital Management’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
2014 Q2	–	Sell	-22,696	Closed	-$1.3M	–	126
2014 Q1	$1.3M	Sell	22,696 -850	-4%	-$50.8K	0.46%	87
2013 Q4	$1.3M	Buy	+23,546	New	+$1.26M	0.45%	88

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

First Western Capital Management's CRM Position: Q2 2014 in Review

First Western Capital Management sold out of Salesforce (CRM) in Q2 2014, closing a stake of 22,696 shares — an estimated $1.3M sold.

First Western Capital Management first reported a position in CRM in Q4 2013 and held it in 2 quarters. The position peaked at $1.3M in Q4 2013. 544 funds tracked by Wall St. Rank hold CRM as of Q2 2014.

First Western Capital Management reported no remaining Salesforce position as of Q2 2014 after selling out during the quarter.
First Western Capital Management sold 22,696 Salesforce shares in Q2 2014, an estimated $1.3M.
First Western Capital Management first reported a position in Salesforce in Q4 2013 and held it in 2 quarters.
First Western Capital Management's Salesforce position peaked at $1.3M in Q4 2013.
544 funds tracked by Wall St. Rank held Salesforce as of Q2 2014.

Based on First Western Capital Management's 13F filing for Q2 2014, filed 23 Jul 2014.