Kernodle & Katon Asset Management Group’s Salesforce CRM Stock Holding History

Kernodle & Katon Asset Management Group’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	-135	Closed	-$10K	–	291
2016 Q3	$10K	Hold	135	–	–	0.01%	251
2016 Q2	$11K	Hold	135	–	–	0.01%	210
2016 Q1	$10K	Sell	135 -625	-82%	-$43K	0.01%	210
2015 Q4	$60K	Buy	+760	New	+$59.3K	0.06%	105

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

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Kernodle & Katon Asset Management Group's CRM Position: Q4 2016 in Review

Kernodle & Katon Asset Management Group sold out of Salesforce (CRM) in Q4 2016, closing a stake of 135 shares — an estimated $10K sold.

Kernodle & Katon Asset Management Group first reported a position in CRM in Q4 2015 and held it in 4 quarters. The position peaked at $60K in Q4 2015. 814 funds tracked by Wall St. Rank hold CRM as of Q4 2016.

Kernodle & Katon Asset Management Group reported no remaining Salesforce position as of Q4 2016 after selling out during the quarter.
Kernodle & Katon Asset Management Group sold 135 Salesforce shares in Q4 2016, an estimated $10K.
Kernodle & Katon Asset Management Group first reported a position in Salesforce in Q4 2015 and held it in 4 quarters.
Kernodle & Katon Asset Management Group's Salesforce position peaked at $60K in Q4 2015.
814 funds tracked by Wall St. Rank held Salesforce as of Q4 2016.

Based on Kernodle & Katon Asset Management Group's 13F filing for Q4 2016, filed 14 Feb 2017.