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Investment Centers of America’s Salesforce CRM Stock Holding History

Investment Centers of America’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 		– Sell
-3,132
Closed -$256K – 606
2017
Q1 		$256K Sell
3,132
-274
-8% -$21.9K 0.02% 506
2016
Q4 		$231K Buy
+3,406
New +$247K 0.02% 506

Other funds holding CRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Investment Centers of America's CRM Position: Q2 2017 in Review

Investment Centers of America sold out of Salesforce (CRM) in Q2 2017, closing a stake of 3,132 shares — an estimated $256K sold.

Investment Centers of America first reported a position in CRM in Q4 2016 and held it in 2 quarters. The position peaked at $256K in Q1 2017. 858 funds tracked by Wall St. Rank hold CRM as of Q2 2017.

  • Investment Centers of America reported no remaining Salesforce position as of Q2 2017 after selling out during the quarter.
  • Investment Centers of America sold 3,132 Salesforce shares in Q2 2017, an estimated $256K.
  • Investment Centers of America first reported a position in Salesforce in Q4 2016 and held it in 2 quarters.
  • Investment Centers of America's Salesforce position peaked at $256K in Q1 2017.
  • 858 funds tracked by Wall St. Rank held Salesforce as of Q2 2017.

Based on Investment Centers of America's 13F filing for Q2 2017, filed 11 Aug 2017.