NCMW
CRM icon

Northern Capital Management (Wisconsin)’s Salesforce CRM Stock Holding History

Northern Capital Management (Wisconsin)’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
Q2 		– Sell
-6,050
Closed -$447K – 135
2016
Q1 		$447K Buy
+6,050
New +$417K 0.2% 115

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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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

Northern Capital Management (Wisconsin)'s CRM Position: Q2 2016 in Review

Northern Capital Management (Wisconsin) sold out of Salesforce (CRM) in Q2 2016, closing a stake of 6,050 shares — an estimated $447K sold.

Northern Capital Management (Wisconsin) first reported a position in CRM in Q1 2016 and held it in 1 quarter. The position peaked at $447K in Q1 2016. 792 funds tracked by Wall St. Rank hold CRM as of Q2 2016.

  • Northern Capital Management (Wisconsin) reported no remaining Salesforce position as of Q2 2016 after selling out during the quarter.
  • Northern Capital Management (Wisconsin) sold 6,050 Salesforce shares in Q2 2016, an estimated $447K.
  • Northern Capital Management (Wisconsin) first reported a position in Salesforce in Q1 2016 and held it in 1 quarter.
  • Northern Capital Management (Wisconsin)'s Salesforce position peaked at $447K in Q1 2016.
  • 792 funds tracked by Wall St. Rank held Salesforce as of Q2 2016.

Based on Northern Capital Management (Wisconsin)'s 13F filing for Q2 2016, filed 27 Jul 2016.