Peak Ten Capital’s Salesforce CRM Stock Holding History

Peak Ten Capital’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
2015 Q3	$1.74M	Buy	25,010 +5,010	+25%	+$355K	3.73%	11
2015 Q2	$1.39M	Sell	20,000 -22,500	-53%	-$1.6M	2.63%	20
2015 Q1	$2.84M	Sell	42,500 -7,500	-15%	-$465K	5.37%	4
2014 Q4	$2.97M	Buy	+50,000	New	+$2.95M	2.91%	8
2013 Q3	–	Sell	-25,000	Closed	-$955K	–	49
2013 Q2	$955K	Buy	+25,000	New	+$1.03M	1.15%	39

Other funds holding CRM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Peak Ten Capital's CRM Position: Q3 2015 in Review

Peak Ten Capital increased its Salesforce (CRM) stake by 25% in Q3 2015, buying an estimated $355K and bringing the position to 25,010 shares worth $1.74M. The position accounts for 3.73% of the portfolio, ranked #11.

Peak Ten Capital first reported a position in CRM in Q2 2013 and has held it in 5 quarters since. The position peaked at $2.97M in Q4 2014. 663 funds tracked by Wall St. Rank hold CRM as of Q3 2015.

Peak Ten Capital held 25,010 shares of Salesforce worth $1.74M as of Q3 2015.
Peak Ten Capital bought 5,010 Salesforce shares in Q3 2015, an estimated $355K.
Salesforce made up 3.73% of Peak Ten Capital's portfolio in Q3 2015, its #11 holding.
Peak Ten Capital first reported a position in Salesforce in Q2 2013 and has held it in 5 quarters since.
Peak Ten Capital's Salesforce position peaked at $2.97M in Q4 2014.
663 funds tracked by Wall St. Rank held Salesforce as of Q3 2015.

Based on Peak Ten Capital's 13F filing for Q3 2015, filed 16 Nov 2015.