Investors Capital Advisory Services’s Salesforce CRM Stock Holding History

Investors Capital Advisory Services’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
2014 Q2	–	Sell	-5,144	Closed	-$293K	–	698
2014 Q1	$293K	Hold	5,144	–	–	0.06%	411
2013 Q4	$283K	Hold	5,144	–	–	0.07%	394
2013 Q3	$267K	Sell	5,144 -100	-2%	-$4.54K	0.07%	389
2013 Q2	$200K	Buy	+5,244	New	+$216K	0.06%	419

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Investors Capital Advisory Services's CRM Position: Q2 2014 in Review

Investors Capital Advisory Services sold out of Salesforce (CRM) in Q2 2014, closing a stake of 5,144 shares — an estimated $293K sold.

Investors Capital Advisory Services first reported a position in CRM in Q2 2013 and held it in 4 quarters. The position peaked at $293K in Q1 2014. 544 funds tracked by Wall St. Rank hold CRM as of Q2 2014.

Investors Capital Advisory Services reported no remaining Salesforce position as of Q2 2014 after selling out during the quarter.
Investors Capital Advisory Services sold 5,144 Salesforce shares in Q2 2014, an estimated $293K.
Investors Capital Advisory Services first reported a position in Salesforce in Q2 2013 and held it in 4 quarters.
Investors Capital Advisory Services's Salesforce position peaked at $293K in Q1 2014.
544 funds tracked by Wall St. Rank held Salesforce as of Q2 2014.

Based on Investors Capital Advisory Services's 13F filing for Q2 2014, filed 14 Aug 2014.