Integrated Wealth Management (Palm Desert)’s Salesforce CRM Stock Holding History

Integrated Wealth Management (Palm Desert)’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 Q4	–	Sell	-820	Closed	-$58K	–	378
2016 Q3	$58K	Hold	820	–	–	0.02%	385
2016 Q2	$65K	Sell	820 -172	-17%	-$13.5K	0.03%	360
2016 Q1	$73K	Sell	992 -88	-8%	-$6.06K	0.03%	331
2015 Q4	$85K	Hold	1,080	–	–	0.04%	301
2015 Q3	$75K	Buy	1,080 +572	+113%	+$40.5K	0.03%	311
2015 Q2	$35K	Sell	508 -104	-17%	-$7.41K	0.01%	459
2015 Q1	$40K	Buy	+612	New	+$38K	0.02%	422

Other funds holding CRM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s CRM Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Salesforce (CRM) in Q4 2016, closing a stake of 820 shares — an estimated $58K sold.

Integrated Wealth Management (Palm Desert) first reported a position in CRM in Q1 2015 and held it in 7 quarters. The position peaked at $85K in Q4 2015. 815 funds tracked by Wall St. Rank hold CRM as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Salesforce position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 820 Salesforce shares in Q4 2016, an estimated $58K.
Integrated Wealth Management (Palm Desert) first reported a position in Salesforce in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Salesforce position peaked at $85K in Q4 2015.
815 funds tracked by Wall St. Rank held Salesforce as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.