MWR
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McAdams Wright Ragen’s Salesforce CRM Stock Holding History

McAdams Wright Ragen’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
Q3 		$1.13M Buy
19,682
+245
+1% +$13.8K 0.06% 186
2014
Q2 		$1.13M Buy
19,437
+1,340
+7% +$72.4K 0.06% 182
2014
Q1 		$1.03M Buy
18,097
+4,511
+33% +$270K 0.06% 182
2013
Q4 		$749K Buy
13,586
+7,447
+121% +$398K 0.05% 204
2013
Q3 		$319K Buy
+6,139
New +$279K 0.03% 264

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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Baillie Gifford & Co
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

McAdams Wright Ragen's CRM Position: Q3 2014 in Review

McAdams Wright Ragen increased its Salesforce (CRM) stake by 1.3% in Q3 2014, buying an estimated $13.8K and bringing the position to 19,682 shares worth $1.13M. The position accounts for 0.06% of the portfolio, ranked #186.

McAdams Wright Ragen first reported a position in CRM in Q3 2013 and has held it in 5 quarters since. 551 funds tracked by Wall St. Rank hold CRM as of Q3 2014.

  • McAdams Wright Ragen held 19,682 shares of Salesforce worth $1.13M as of Q3 2014.
  • McAdams Wright Ragen bought 245 Salesforce shares in Q3 2014, an estimated $13.8K.
  • Salesforce made up 0.06% of McAdams Wright Ragen's portfolio in Q3 2014, its #186 holding.
  • McAdams Wright Ragen first reported a position in Salesforce in Q3 2013 and has held it in 5 quarters since.
  • 551 funds tracked by Wall St. Rank held Salesforce as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.