LYV
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Live Your Vision’s Salesforce CRM Stock Holding History

Live Your Vision’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 		– Sell
-200
Closed -$18.4K – 281
2017
Q2 		$17K Hold
200
– – 0.01% 148
2017
Q1 		$16K Hold
200
– – 0.01% 158
2016
Q4 		$14K Hold
200
– – 0.01% 163
2016
Q3 		$14K Buy
+200
New +$15.6K 0.01% 153
2015
Q4 		– Sell
-200
Closed -$14K – 114
2015
Q3 		$14K Buy
+200
New +$14.2K 0.01% 165

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

Live Your Vision's CRM Position: Q3 2017 in Review

Live Your Vision sold out of Salesforce (CRM) in Q3 2017, closing a stake of 200 shares — an estimated $18.4K sold.

Live Your Vision first reported a position in CRM in Q3 2015 and held it in 5 quarters. The position peaked at $17K in Q2 2017. 876 funds tracked by Wall St. Rank hold CRM as of Q3 2017.

  • Live Your Vision reported no remaining Salesforce position as of Q3 2017 after selling out during the quarter.
  • Live Your Vision sold 200 Salesforce shares in Q3 2017, an estimated $18.4K.
  • Live Your Vision first reported a position in Salesforce in Q3 2015 and held it in 5 quarters.
  • Live Your Vision's Salesforce position peaked at $17K in Q2 2017.
  • 876 funds tracked by Wall St. Rank held Salesforce as of Q3 2017.

Based on Live Your Vision's 13F filing for Q3 2017, filed 13 Nov 2017.