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MSI Financial Services’s Salesforce CRM Stock Holding History

MSI Financial Services’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 		$724K Buy
10,571
+3,695
+54% +$268K 0.02% 559
2016
Q3 		$491K Sell
6,876
-923
-12% -$72K 0.02% 681
2016
Q2 		$619K Buy
7,799
+115
+1% +$9.03K 0.02% 563
2016
Q1 		$567K Buy
7,684
+899
+13% +$61.9K 0.02% 557
2015
Q4 		$532K Buy
6,785
+1,975
+41% +$154K 0.02% 542
2015
Q3 		$334K Buy
4,810
+2,236
+87% +$159K 0.03% 489
2015
Q2 		$179K Sell
2,574
-482
-16% -$34.3K 0.01% 753
2015
Q1 		$204K Buy
3,056
+302
+11% +$18.7K 0.01% 731
2014
Q4 		$163K Sell
2,754
-1,844
-40% -$109K 0.02% 643
2014
Q3 		$265K Sell
4,598
-6,097
-57% -$343K 0.03% 501
2014
Q2 		$621K Buy
10,695
+1,090
+11% +$58.9K 0.08% 280
2014
Q1 		$548K Buy
9,605
+5,869
+157% +$351K 0.08% 280
2013
Q4 		$206K Sell
3,736
-477
-11% -$25.5K 0.03% 484
2013
Q3 		$219K Sell
4,213
-2,598
-38% -$118K 0.04% 416
2013
Q2 		$260K Buy
+6,811
New +$281K 0.05% 346

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
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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Morgan Stanley
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

MSI Financial Services's CRM Position: Q4 2016 in Review

MSI Financial Services increased its Salesforce (CRM) stake by 54% in Q4 2016, buying an estimated $268K and bringing the position to 10,571 shares worth $724K. The position accounts for 0.02% of the portfolio, ranked #559.

MSI Financial Services first reported a position in CRM in Q2 2013 and has held it in 15 quarters since. 814 funds tracked by Wall St. Rank hold CRM as of Q4 2016.

  • MSI Financial Services held 10,571 shares of Salesforce worth $724K as of Q4 2016.
  • MSI Financial Services bought 3,695 Salesforce shares in Q4 2016, an estimated $268K.
  • Salesforce made up 0.02% of MSI Financial Services's portfolio in Q4 2016, its #559 holding.
  • MSI Financial Services first reported a position in Salesforce in Q2 2013 and has held it in 15 quarters since.
  • 814 funds tracked by Wall St. Rank held Salesforce as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.