Fusion Family Wealth’s Salesforce CRM Stock Holding History

Fusion Family Wealth’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	-53	Closed	-$3K	–	342
2016 Q4	$3K	Buy	+53	New	+$3.85K	﹤0.01%	333

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

Fusion Family Wealth's CRM Position: Q1 2017 in Review

Fusion Family Wealth sold out of Salesforce (CRM) in Q1 2017, closing a stake of 53 shares — an estimated $3K sold.

Fusion Family Wealth first reported a position in CRM in Q4 2016 and held it in 1 quarter. The position peaked at $3K in Q4 2016. 845 funds tracked by Wall St. Rank hold CRM as of Q1 2017.

Fusion Family Wealth reported no remaining Salesforce position as of Q1 2017 after selling out during the quarter.
Fusion Family Wealth sold 53 Salesforce shares in Q1 2017, an estimated $3K.
Fusion Family Wealth first reported a position in Salesforce in Q4 2016 and held it in 1 quarter.
Fusion Family Wealth's Salesforce position peaked at $3K in Q4 2016.
845 funds tracked by Wall St. Rank held Salesforce as of Q1 2017.

Based on Fusion Family Wealth's 13F filing for Q1 2017, filed 8 May 2017.