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Pinnacle Summer Investments’s Salesforce CRM Stock Holding History

Pinnacle Summer Investments’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
Q4 		– Sell
-96
Closed -$7K – 821
2015
Q3 		$7K Buy
+96
New +$6.8K ﹤0.01% 790
2015
Q2 		– Sell
-96
Closed -$6K – 774
2015
Q1 		$6K Hold
96
– – ﹤0.01% 842
2014
Q4 		$6K Hold
96
– – ﹤0.01% 865
2014
Q3 		$6K Hold
96
– – ﹤0.01% 876
2014
Q2 		$6K Hold
96
– – ﹤0.01% 815
2014
Q1 		$5K Hold
96
– – ﹤0.01% 787
2013
Q4 		$5K Hold
96
– – ﹤0.01% 799
2013
Q3 		$5K Hold
96
– – ﹤0.01% 762
2013
Q2 		$4K Buy
+96
New +$3.96K ﹤0.01% 714

Other funds holding CRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $167B AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Pinnacle Summer Investments's CRM Position: Q4 2015 in Review

Pinnacle Summer Investments sold out of Salesforce (CRM) in Q4 2015, closing a stake of 96 shares — an estimated $7K sold.

Pinnacle Summer Investments first reported a position in CRM in Q2 2013 and held it in 9 quarters. The position peaked at $7K in Q3 2015. 765 funds tracked by Wall St. Rank hold CRM as of Q4 2015.

  • Pinnacle Summer Investments reported no remaining Salesforce position as of Q4 2015 after selling out during the quarter.
  • Pinnacle Summer Investments sold 96 Salesforce shares in Q4 2015, an estimated $7K.
  • Pinnacle Summer Investments first reported a position in Salesforce in Q2 2013 and held it in 9 quarters.
  • Pinnacle Summer Investments's Salesforce position peaked at $7K in Q3 2015.
  • 765 funds tracked by Wall St. Rank held Salesforce as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.