Monroe Bank & Trust’s Salesforce CRM Stock Holding History

Monroe Bank & Trust’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	-540	Closed	-$45K	–	270
2017 Q1	$45K	Buy	+540	New	+$43.1K	0.01%	163

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Monroe Bank & Trust's CRM Position: Q2 2017 in Review

Monroe Bank & Trust sold out of Salesforce (CRM) in Q2 2017, closing a stake of 540 shares — an estimated $45K sold.

Monroe Bank & Trust first reported a position in CRM in Q1 2017 and held it in 1 quarter. The position peaked at $45K in Q1 2017. 857 funds tracked by Wall St. Rank hold CRM as of Q2 2017.

Monroe Bank & Trust reported no remaining Salesforce position as of Q2 2017 after selling out during the quarter.
Monroe Bank & Trust sold 540 Salesforce shares in Q2 2017, an estimated $45K.
Monroe Bank & Trust first reported a position in Salesforce in Q1 2017 and held it in 1 quarter.
Monroe Bank & Trust's Salesforce position peaked at $45K in Q1 2017.
857 funds tracked by Wall St. Rank held Salesforce as of Q2 2017.

Based on Monroe Bank & Trust's 13F filing for Q2 2017, filed 8 Aug 2017.