FT Options’s Salesforce CRM Stock Holding History

FT Options’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
2017 Q1	–	Sell	-1,200	Closed	-$17K	–	310
2016 Q4	$17K	Sell	1,200 -15,000	-93%	-$1.09M	0.02%	185
2016 Q3	$112K	Buy	16,200 +3,700	+30%	+$289K	0.09%	151
2016 Q2	$120K	Buy	+12,500	New	+$981K	0.1%	132

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

BlackRock New York $5.72T AUM 30.48% 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

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

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

FT Options's CRM Position: Q1 2017 in Review

FT Options sold out of Salesforce (CRM) in Q1 2017, closing a stake of 1,200 shares — an estimated $82K sold.

FT Options first reported a position in CRM in Q3 2016 and held it in 2 quarters. The position peaked at $257K in Q3 2016. 845 funds tracked by Wall St. Rank hold CRM as of Q1 2017.

FT Options reported no remaining Salesforce position as of Q1 2017 after selling out during the quarter.
FT Options sold 1,200 Salesforce shares in Q1 2017, an estimated $82K.
FT Options first reported a position in Salesforce in Q3 2016 and held it in 2 quarters.
FT Options's Salesforce position peaked at $257K in Q3 2016.
845 funds tracked by Wall St. Rank held Salesforce as of Q1 2017.

Based on FT Options's 13F filing for Q1 2017, filed 12 May 2017.