Guardian Investor Services’s Salesforce CRM Stock Holding History

Guardian Investor Services’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
2015 Q1	$279K	Buy	4,178 +118	+3%	+$7.32K	0.22%	110
2014 Q4	$241K	Sell	4,060 -23	-0.6%	-$1.36K	0.19%	125
2014 Q3	$235K	Sell	4,083 -92	-2%	-$5.18K	0.19%	128
2014 Q2	$242K	Sell	4,175 -103	-2%	-$5.56K	0.19%	139
2014 Q1	$244K	Sell	4,278 -116	-3%	-$6.93K	0.19%	134
2013 Q4	$243K	Buy	4,394 +45	+1%	+$2.41K	0.18%	135
2013 Q3	$226K	Sell	4,349 -29	-0.7%	-$1.32K	0.19%	131
2013 Q2	$167K	Buy	+4,378	New	+$181K	0.14%	164

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Guardian Investor Services's CRM Position: Q1 2015 in Review

Guardian Investor Services increased its Salesforce (CRM) stake by 2.9% in Q1 2015, buying an estimated $7.32K and bringing the position to 4,178 shares worth $279K. The position accounts for 0.22% of the portfolio, ranked #110.

Guardian Investor Services first reported a position in CRM in Q2 2013 and has held it in 8 quarters since. 570 funds tracked by Wall St. Rank hold CRM as of Q1 2015.

Guardian Investor Services held 4,178 shares of Salesforce worth $279K as of Q1 2015.
Guardian Investor Services bought 118 Salesforce shares in Q1 2015, an estimated $7.32K.
Salesforce made up 0.22% of Guardian Investor Services's portfolio in Q1 2015, its #110 holding.
Guardian Investor Services first reported a position in Salesforce in Q2 2013 and has held it in 8 quarters since.
570 funds tracked by Wall St. Rank held Salesforce as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.