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Palladium Partners’s Salesforce CRM Stock Holding History

Palladium Partners’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
Q2 		– Sell
-100
Closed -$6K – 293
2014
Q1 		$6K Buy
+100
New +$5.98K ﹤0.01% 505
2013
Q4 		– Sell
-100
Closed -$5K – 295
2013
Q3 		$5K Hold
100
– – ﹤0.01% 518
2013
Q2 		$4K Buy
+100
New +$4.13K ﹤0.01% 544

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

Palladium Partners's CRM Position: Q2 2014 in Review

Palladium Partners sold out of Salesforce (CRM) in Q2 2014, closing a stake of 100 shares — an estimated $6K sold.

Palladium Partners first reported a position in CRM in Q2 2013 and held it in 3 quarters. The position peaked at $6K in Q1 2014. 544 funds tracked by Wall St. Rank hold CRM as of Q2 2014.

  • Palladium Partners reported no remaining Salesforce position as of Q2 2014 after selling out during the quarter.
  • Palladium Partners sold 100 Salesforce shares in Q2 2014, an estimated $6K.
  • Palladium Partners first reported a position in Salesforce in Q2 2013 and held it in 3 quarters.
  • Palladium Partners's Salesforce position peaked at $6K in Q1 2014.
  • 544 funds tracked by Wall St. Rank held Salesforce as of Q2 2014.

Based on Palladium Partners's 13F filing for Q2 2014, filed 1 Aug 2014.