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Hoxton Financial’s Salesforce CRM Stock Holding History

Hoxton Financial’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 		$22K Hold
300
– – 0.01% 201
2015
Q4 		$24K Hold
300
– – 0.01% 185
2015
Q3 		$21K Buy
+300
New +$21.3K 0.01% 180
2014
Q1 		– Sell
-1,490
Closed -$82K – 384
2013
Q4 		$82K Buy
+1,490
New +$79.7K 0.04% 174
2013
Q3 		– Sell
-1,047
Closed -$40K – 468
2013
Q2 		$40K Buy
+1,047
New +$43.2K 0.02% 217

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

Hoxton Financial's CRM Position: Q1 2016 in Review

Hoxton Financial held its Salesforce (CRM) position steady in Q1 2016 at 300 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #201.

Hoxton Financial first reported a position in CRM in Q2 2013 and has held it in 5 quarters since. The position peaked at $82K in Q4 2013. 764 funds tracked by Wall St. Rank hold CRM as of Q1 2016.

  • Hoxton Financial held 300 shares of Salesforce worth $22K as of Q1 2016.
  • Hoxton Financial left its Salesforce share count unchanged in Q1 2016.
  • Salesforce made up 0.01% of Hoxton Financial's portfolio in Q1 2016, its #201 holding.
  • Hoxton Financial first reported a position in Salesforce in Q2 2013 and has held it in 5 quarters since.
  • Hoxton Financial's Salesforce position peaked at $82K in Q4 2013.
  • 764 funds tracked by Wall St. Rank held Salesforce as of Q1 2016.

Based on Hoxton Financial's 13F filing for Q1 2016, filed 29 Apr 2016.