FourPoints Investment Managers’s Salesforce CRM Stock Holding History

FourPoints Investment Managers’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 Q4	–	Sell	-10,847	Closed	-$774K	–	52
2016 Q3	$774K	Buy	10,847 +2,131	+24%	+$166K	0.59%	58
2016 Q2	$692K	Sell	8,716 -5,651	-39%	-$444K	0.48%	61
2016 Q1	$1.06M	Sell	14,367 -2,921	-17%	-$201K	0.66%	54
2015 Q4	$1.35M	Sell	17,288 -3,457	-17%	-$270K	0.57%	53
2015 Q3	$1.44M	Buy	20,745 +8,936	+76%	+$633K	0.58%	55
2015 Q2	$823K	Sell	11,809 -9,182	-44%	-$654K	0.19%	68
2015 Q1	$1.4M	Hold	20,991	–	–	0.29%	58
2014 Q4	$1.25M	Sell	20,991 -5,037	-19%	-$297K	0.19%	63
2014 Q3	$1.5M	Hold	26,028	–	–	0.17%	66
2014 Q2	$1.51M	Hold	26,028	–	–	0.14%	71
2014 Q1	$1.49M	Sell	26,028 -12,958	-33%	-$775K	0.14%	67
2013 Q4	$2.15M	Sell	38,986 -20,076	-34%	-$1.07M	0.2%	59
2013 Q3	$3.07M	Hold	59,062	–	–	0.27%	48
2013 Q2	$2.26M	Buy	+59,062	New	+$2.44M	0.23%	51

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

FourPoints Investment Managers's CRM Position: Q4 2016 in Review

FourPoints Investment Managers sold out of Salesforce (CRM) in Q4 2016, closing a stake of 10,847 shares — an estimated $774K sold.

FourPoints Investment Managers first reported a position in CRM in Q2 2013 and held it in 14 quarters. The position peaked at $3.07M in Q3 2013. 814 funds tracked by Wall St. Rank hold CRM as of Q4 2016.

FourPoints Investment Managers reported no remaining Salesforce position as of Q4 2016 after selling out during the quarter.
FourPoints Investment Managers sold 10,847 Salesforce shares in Q4 2016, an estimated $774K.
FourPoints Investment Managers first reported a position in Salesforce in Q2 2013 and held it in 14 quarters.
FourPoints Investment Managers's Salesforce position peaked at $3.07M in Q3 2013.
814 funds tracked by Wall St. Rank held Salesforce as of Q4 2016.

Based on FourPoints Investment Managers's 13F filing for Q4 2016, filed 6 Feb 2017.