Hamilton Lane Advisors’s Salesforce CRM Stock Holding History

Hamilton Lane Advisors’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	-7,449	Closed	-$510K	–	62
2016 Q4	$510K	Sell	7,449 -13,117	-64%	-$952K	0.33%	46
2016 Q3	$1.47M	Buy	+20,566	New	+$1.6M	0.74%	32
2016 Q2	–	Sell	-7,771	Closed	-$574K	–	58
2016 Q1	$574K	Buy	+7,771	New	+$535K	0.27%	43
2015 Q1	–	Sell	-24,686	Closed	-$1.46M	–	54
2014 Q4	$1.46M	Sell	24,686 -11,757	-32%	-$693K	0.56%	30
2014 Q3	$2.1M	Buy	36,443 +13,439	+58%	+$757K	0.68%	27
2014 Q2	$1.34M	Hold	23,004	–	–	0.41%	30
2014 Q1	$1.31M	Hold	23,004	–	–	0.53%	38
2013 Q4	$1.27M	Hold	23,004	–	–	0.74%	33
2013 Q3	$1.19M	Sell	23,004 -6,819	-23%	-$310K	0.45%	34
2013 Q2	$1.14M	Buy	+29,823	New	+$1.23M	0.65%	35

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

Hamilton Lane Advisors's CRM Position: Q1 2017 in Review

Hamilton Lane Advisors sold out of Salesforce (CRM) in Q1 2017, closing a stake of 7,449 shares — an estimated $510K sold.

Hamilton Lane Advisors first reported a position in CRM in Q2 2013 and held it in 10 quarters. The position peaked at $2.1M in Q3 2014. 845 funds tracked by Wall St. Rank hold CRM as of Q1 2017.

Hamilton Lane Advisors reported no remaining Salesforce position as of Q1 2017 after selling out during the quarter.
Hamilton Lane Advisors sold 7,449 Salesforce shares in Q1 2017, an estimated $510K.
Hamilton Lane Advisors first reported a position in Salesforce in Q2 2013 and held it in 10 quarters.
Hamilton Lane Advisors's Salesforce position peaked at $2.1M in Q3 2014.
845 funds tracked by Wall St. Rank held Salesforce as of Q1 2017.

Based on Hamilton Lane Advisors's 13F filing for Q1 2017, filed 24 Apr 2017.