HCM
CRM icon

Herndon Capital Management’s Salesforce CRM Stock Holding History

Herndon Capital 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
Q4 		– Sell
-59
Closed -$4K – 287
2016
Q3 		$4K Hold
59
– – ﹤0.01% 269
2016
Q2 		$5K Buy
+59
New +$4.63K ﹤0.01% 259

Other funds holding CRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Herndon Capital Management's CRM Position: Q4 2016 in Review

Herndon Capital Management sold out of Salesforce (CRM) in Q4 2016, closing a stake of 59 shares — an estimated $4K sold.

Herndon Capital Management first reported a position in CRM in Q2 2016 and held it in 2 quarters. The position peaked at $5K in Q2 2016. 814 funds tracked by Wall St. Rank hold CRM as of Q4 2016.

  • Herndon Capital Management reported no remaining Salesforce position as of Q4 2016 after selling out during the quarter.
  • Herndon Capital Management sold 59 Salesforce shares in Q4 2016, an estimated $4K.
  • Herndon Capital Management first reported a position in Salesforce in Q2 2016 and held it in 2 quarters.
  • Herndon Capital Management's Salesforce position peaked at $5K in Q2 2016.
  • 814 funds tracked by Wall St. Rank held Salesforce as of Q4 2016.

Based on Herndon Capital Management's 13F filing for Q4 2016, filed 2 Feb 2017.