Independent Portfolio Consultants’s Salesforce CRM Stock Holding History

Independent Portfolio Consultants’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 Q2	$61K	Buy	705 +120	+21%	+$10.4K	0.03%	492
2017 Q1	$48K	Buy	585 +579	+9,650%	+$46.3K	0.02%	560
2016 Q4	$0	Sell	6 -294	-98%	-$21.3K	﹤0.01%	823
2016 Q3	$21K	Hold	300	–	–	0.01%	627
2016 Q2	$24K	Hold	300	–	–	0.01%	625
2016 Q1	$22K	Sell	300 -105	-26%	-$7.23K	0.01%	656
2015 Q4	$32K	Buy	405 +150	+59%	+$11.7K	0.01%	634
2015 Q3	$18K	Hold	255	–	–	﹤0.01%	674
2015 Q2	$18K	Buy	255 +142	+126%	+$10.1K	﹤0.01%	716
2015 Q1	$8K	Buy	+113	New	+$7.01K	﹤0.01%	736
2014 Q3	–	Sell	-1,953	Closed	-$113K	–	847
2014 Q2	$113K	Buy	+1,953	New	+$105K	0.03%	511

Other funds holding CRM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Independent Portfolio Consultants's CRM Position: Q2 2017 in Review

Independent Portfolio Consultants increased its Salesforce (CRM) stake by 21% in Q2 2017, buying an estimated $10.4K and bringing the position to 705 shares worth $61K. The position accounts for 0.03% of the portfolio, ranked #492.

Independent Portfolio Consultants first reported a position in CRM in Q2 2014 and has held it in 11 quarters since. The position peaked at $113K in Q2 2014. 858 funds tracked by Wall St. Rank hold CRM as of Q2 2017.

Independent Portfolio Consultants held 705 shares of Salesforce worth $61K as of Q2 2017.
Independent Portfolio Consultants bought 120 Salesforce shares in Q2 2017, an estimated $10.4K.
Salesforce made up 0.03% of Independent Portfolio Consultants's portfolio in Q2 2017, its #492 holding.
Independent Portfolio Consultants first reported a position in Salesforce in Q2 2014 and has held it in 11 quarters since.
Independent Portfolio Consultants's Salesforce position peaked at $113K in Q2 2014.
858 funds tracked by Wall St. Rank held Salesforce as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.