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Pinkerton Retirement Specialists’s Salesforce CRM Stock Holding History

Pinkerton Retirement Specialists’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
-104
Closed -$2K – 613
2016
Q1 		$2K Buy
104
+56
+117% +$3.86K ﹤0.01% 179
2015
Q4 		$4K Hold
48
– – ﹤0.01% 119
2015
Q3 		$3K Hold
48
– – ﹤0.01% 135
2015
Q2 		$3K Buy
+48
New +$3.42K ﹤0.01% 150

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

Pinkerton Retirement Specialists's CRM Position: Q2 2016 in Review

Pinkerton Retirement Specialists sold out of Salesforce (CRM) in Q2 2016, closing a stake of 104 shares — an estimated $2K sold.

Pinkerton Retirement Specialists first reported a position in CRM in Q2 2015 and held it in 4 quarters. The position peaked at $4K in Q4 2015. 791 funds tracked by Wall St. Rank hold CRM as of Q2 2016.

  • Pinkerton Retirement Specialists reported no remaining Salesforce position as of Q2 2016 after selling out during the quarter.
  • Pinkerton Retirement Specialists sold 104 Salesforce shares in Q2 2016, an estimated $2K.
  • Pinkerton Retirement Specialists first reported a position in Salesforce in Q2 2015 and held it in 4 quarters.
  • Pinkerton Retirement Specialists's Salesforce position peaked at $4K in Q4 2015.
  • 791 funds tracked by Wall St. Rank held Salesforce as of Q2 2016.

Based on Pinkerton Retirement Specialists's 13F filing for Q2 2016, filed 16 Aug 2016.