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Morgenthaler Management Partners IX’s Salesforce CRM Stock Holding History

Morgenthaler Management Partners IX’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
Q1 		– Sell
-39,830
Closed -$3.12M – 4
2015
Q4 		$3.12M Buy
+39,830
New +$3.11M 3.4% 4

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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgenthaler Management Partners IX's CRM Position: Q1 2016 in Review

Morgenthaler Management Partners IX sold out of Salesforce (CRM) in Q1 2016, closing a stake of 39,830 shares — an estimated $3.12M sold.

Morgenthaler Management Partners IX first reported a position in CRM in Q4 2015 and held it in 1 quarter. The position peaked at $3.12M in Q4 2015. 763 funds tracked by Wall St. Rank hold CRM as of Q1 2016.

  • Morgenthaler Management Partners IX reported no remaining Salesforce position as of Q1 2016 after selling out during the quarter.
  • Morgenthaler Management Partners IX sold 39,830 Salesforce shares in Q1 2016, an estimated $3.12M.
  • Morgenthaler Management Partners IX first reported a position in Salesforce in Q4 2015 and held it in 1 quarter.
  • Morgenthaler Management Partners IX's Salesforce position peaked at $3.12M in Q4 2015.
  • 763 funds tracked by Wall St. Rank held Salesforce as of Q1 2016.

Based on Morgenthaler Management Partners IX's 13F filing for Q1 2016, filed 12 May 2016.