ICRM
CRM icon

Insight Capital Research & Management’s Salesforce CRM Stock Holding History

Insight Capital Research & 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
2017
Q3 		$1.84M Buy
+19,741
New +$1.82M 1.04% 45
2016
Q3 		– Sell
-38,139
Closed -$3.03M – 102
2016
Q2 		$3.03M Sell
38,139
-4,495
-11% -$353K 1.06% 38
2016
Q1 		$3.15M Sell
42,634
-20,900
-33% -$1.44M 0.97% 49
2015
Q4 		$4.98M Buy
+63,534
New +$4.96M 1.45% 23

Other funds holding CRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Insight Capital Research & Management's CRM Position: Q3 2017 in Review

Insight Capital Research & Management opened a new position in Salesforce (CRM) in Q3 2017: 19,741 shares worth $1.84M. The stake represents 1.04% of the portfolio and ranks #45 among its holdings. This is a return to the name: Insight Capital Research & Management previously reported a position in CRM as recently as Q2 2016.

Insight Capital Research & Management first reported a position in CRM in Q4 2015 and has held it in 4 quarters since. The position peaked at $4.98M in Q4 2015. 876 funds tracked by Wall St. Rank hold CRM as of Q3 2017.

  • Insight Capital Research & Management held 19,741 shares of Salesforce worth $1.84M as of Q3 2017.
  • Salesforce was a new Insight Capital Research & Management position in Q3 2017.
  • Salesforce made up 1.04% of Insight Capital Research & Management's portfolio in Q3 2017, its #45 holding.
  • Insight Capital Research & Management first reported a position in Salesforce in Q4 2015 and has held it in 4 quarters since.
  • Insight Capital Research & Management's Salesforce position peaked at $4.98M in Q4 2015.
  • 876 funds tracked by Wall St. Rank held Salesforce as of Q3 2017.

Based on Insight Capital Research & Management's 13F filing for Q3 2017, filed 15 Nov 2017.