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Gerstein Fisher’s Salesforce CRM Stock Holding History

Gerstein Fisher’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
Q3 		$223K Buy
3,125
+213
+7% +$16.6K 0.03% 378
2016
Q2 		$231K Buy
+2,912
New +$229K 0.03% 356

Other funds holding CRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Gerstein Fisher's CRM Position: Q3 2016 in Review

Gerstein Fisher increased its Salesforce (CRM) stake by 7.3% in Q3 2016, buying an estimated $16.6K and bringing the position to 3,125 shares worth $223K. The position accounts for 0.03% of the portfolio, ranked #378.

Gerstein Fisher first reported a position in CRM in Q2 2016 and has held it in 2 quarters since. The position peaked at $231K in Q2 2016. 781 funds tracked by Wall St. Rank hold CRM as of Q3 2016.

  • Gerstein Fisher held 3,125 shares of Salesforce worth $223K as of Q3 2016.
  • Gerstein Fisher bought 213 Salesforce shares in Q3 2016, an estimated $16.6K.
  • Salesforce made up 0.03% of Gerstein Fisher's portfolio in Q3 2016, its #378 holding.
  • Gerstein Fisher first reported a position in Salesforce in Q2 2016 and has held it in 2 quarters since.
  • Gerstein Fisher's Salesforce position peaked at $231K in Q2 2016.
  • 781 funds tracked by Wall St. Rank held Salesforce as of Q3 2016.

Based on Gerstein Fisher's 13F filing for Q3 2016, filed 15 Nov 2016.