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Gupta Wealth Management’s Salesforce CRM Stock Holding History

Gupta Wealth Management’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
Q1 		$71K Sell
965
-55
-5% -$3.79K 0.02% 386
2015
Q4 		$80K Hold
1,020
– – 0.02% 356
2015
Q3 		$71K Hold
1,020
– – 0.02% 396
2015
Q2 		$71K Buy
1,020
+300
+42% +$21.4K 0.02% 397
2015
Q1 		$48K Buy
+720
New +$44.7K 0.01% 410

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
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Gupta Wealth Management's CRM Position: Q1 2016 in Review

Gupta Wealth Management reduced its Salesforce (CRM) stake by 5.4% in Q1 2016, selling an estimated $3.79K and leaving 965 shares worth $71K. The position accounts for 0.02% of the portfolio, ranked #386.

Gupta Wealth Management first reported a position in CRM in Q1 2015 and has held it in 5 quarters since. The position peaked at $80K in Q4 2015. 764 funds tracked by Wall St. Rank hold CRM as of Q1 2016.

  • Gupta Wealth Management held 965 shares of Salesforce worth $71K as of Q1 2016.
  • Gupta Wealth Management sold 55 Salesforce shares in Q1 2016, an estimated $3.79K.
  • Salesforce made up 0.02% of Gupta Wealth Management's portfolio in Q1 2016, its #386 holding.
  • Gupta Wealth Management first reported a position in Salesforce in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Salesforce position peaked at $80K in Q4 2015.
  • 764 funds tracked by Wall St. Rank held Salesforce as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.