Index Management Solutions’s Salesforce CRM Stock Holding History

Index Management Solutions’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
2015 Q3	$21K	Sell	308 -6,353	-95%	-$450K	0.02%	401
2015 Q2	$464K	Buy	6,661 +161	+2%	+$11.5K	0.43%	36
2015 Q1	$434K	Sell	6,500 -136	-2%	-$8.44K	0.33%	36
2014 Q4	$394K	Buy	6,636 +6,488	+4,384%	+$383K	0.05%	227
2014 Q3	$9K	Buy	148 +92	+164%	+$5.18K	﹤0.01%	1029
2014 Q2	$3K	Sell	56 -392	-88%	-$21.2K	﹤0.01%	1058
2014 Q1	$26K	Sell	448 -423	-49%	-$25.3K	﹤0.01%	1042
2013 Q4	$48K	Buy	871 +154	+21%	+$8.24K	0.01%	517
2013 Q3	$37K	Buy	+717	New	+$32.5K	0.01%	583

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Index Management Solutions's CRM Position: Q3 2015 in Review

Index Management Solutions reduced its Salesforce (CRM) stake by 95% in Q3 2015, selling an estimated $450K and leaving 308 shares worth $21K. The position accounts for 0.02% of the portfolio, ranked #401.

Index Management Solutions first reported a position in CRM in Q3 2013 and has held it in 9 quarters since. The position peaked at $464K in Q2 2015. 663 funds tracked by Wall St. Rank hold CRM as of Q3 2015.

Index Management Solutions held 308 shares of Salesforce worth $21K as of Q3 2015.
Index Management Solutions sold 6,353 Salesforce shares in Q3 2015, an estimated $450K.
Salesforce made up 0.02% of Index Management Solutions's portfolio in Q3 2015, its #401 holding.
Index Management Solutions first reported a position in Salesforce in Q3 2013 and has held it in 9 quarters since.
Index Management Solutions's Salesforce position peaked at $464K in Q2 2015.
663 funds tracked by Wall St. Rank held Salesforce as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.