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New England Securities’s Salesforce CRM Stock Holding History

New England Securities’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
Q4 		$34K Sell
577
-4
-0.7% -$236 0.01% 698
2014
Q3 		$33K Buy
581
+95
+20% +$5.35K 0.01% 745
2014
Q2 		$28K Buy
486
+367
+308% +$19.8K 0.01% 789
2014
Q1 		$7K Buy
119
+115
+2,875% +$6.88K ﹤0.01% 1160
2013
Q4 		$0 Hold
4
– – ﹤0.01% 1647
2013
Q3 		$0 Hold
4
– – ﹤0.01% 1635
2013
Q2 		$0 Buy
+4
New +$165 ﹤0.01% 1402

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

New England Securities's CRM Position: Q4 2014 in Review

New England Securities reduced its Salesforce (CRM) stake by 0.69% in Q4 2014, selling an estimated $236 and leaving 577 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #698.

New England Securities first reported a position in CRM in Q2 2013 and has held it in 7 quarters since. 563 funds tracked by Wall St. Rank hold CRM as of Q4 2014.

  • New England Securities held 577 shares of Salesforce worth $34K as of Q4 2014.
  • New England Securities sold 4 Salesforce shares in Q4 2014, an estimated $236.
  • Salesforce made up 0.01% of New England Securities's portfolio in Q4 2014, its #698 holding.
  • New England Securities first reported a position in Salesforce in Q2 2013 and has held it in 7 quarters since.
  • 563 funds tracked by Wall St. Rank held Salesforce as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.