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Park Avenue Institutional Advisers’s Salesforce CRM Stock Holding History

Park Avenue Institutional Advisers’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
Q3 		– Sell
-3,983
Closed -$316K – 100
2016
Q2 		$316K Buy
3,983
+51
+1% +$4K 0.27% 88
2016
Q1 		$290K Sell
3,932
-116
-3% -$7.99K 0.25% 98
2015
Q4 		$317K Sell
4,048
-78
-2% -$6.09K 0.27% 85
2015
Q3 		$286K Buy
4,126
+46
+1% +$3.26K 0.25% 95
2015
Q2 		$284K Buy
+4,080
New +$290K 0.23% 109

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

Park Avenue Institutional Advisers's CRM Position: Q3 2016 in Review

Park Avenue Institutional Advisers sold out of Salesforce (CRM) in Q3 2016, closing a stake of 3,983 shares — an estimated $316K sold.

Park Avenue Institutional Advisers first reported a position in CRM in Q2 2015 and held it in 5 quarters. The position peaked at $317K in Q4 2015. 779 funds tracked by Wall St. Rank hold CRM as of Q3 2016.

  • Park Avenue Institutional Advisers reported no remaining Salesforce position as of Q3 2016 after selling out during the quarter.
  • Park Avenue Institutional Advisers sold 3,983 Salesforce shares in Q3 2016, an estimated $316K.
  • Park Avenue Institutional Advisers first reported a position in Salesforce in Q2 2015 and held it in 5 quarters.
  • Park Avenue Institutional Advisers's Salesforce position peaked at $317K in Q4 2015.
  • 779 funds tracked by Wall St. Rank held Salesforce as of Q3 2016.

Based on Park Avenue Institutional Advisers's 13F filing for Q3 2016, filed 15 Feb 2017.