IFC Holdings’s Salesforce CRM Stock Holding History

IFC Holdings’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	–	Sell	-12,777	Closed	-$1M	–	395
2015 Q4	$1M	Buy	+12,777	New	+$998K	0.13%	119
2013 Q3	–	Sell	-17,228	Closed	-$660K	–	349
2013 Q2	$660K	Buy	+17,228	New	+$711K	0.16%	159

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IFC Holdings's CRM Position: Q1 2016 in Review

IFC Holdings sold out of Salesforce (CRM) in Q1 2016, closing a stake of 12,777 shares — an estimated $1M sold.

IFC Holdings first reported a position in CRM in Q2 2013 and held it in 2 quarters. The position peaked at $1M in Q4 2015. 763 funds tracked by Wall St. Rank hold CRM as of Q1 2016.

IFC Holdings reported no remaining Salesforce position as of Q1 2016 after selling out during the quarter.
IFC Holdings sold 12,777 Salesforce shares in Q1 2016, an estimated $1M.
IFC Holdings first reported a position in Salesforce in Q2 2013 and held it in 2 quarters.
IFC Holdings's Salesforce position peaked at $1M in Q4 2015.
763 funds tracked by Wall St. Rank held Salesforce as of Q1 2016.

Based on IFC Holdings's 13F filing for Q1 2016, filed 5 May 2016.