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Placemark Investments’s Salesforce CRM Stock Holding History

Placemark 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
2014
Q4 		$5.2M Buy
87,730
+1,767
+2% +$104K 0.09% 272
2014
Q3 		$4.94M Buy
85,963
+1,728
+2% +$97.3K 0.09% 270
2014
Q2 		$4.89M Sell
84,235
-286
-0.3% -$15.4K 0.09% 277
2014
Q1 		$4.82M Sell
84,521
-15,443
-15% -$923K 0.09% 250
2013
Q4 		$5.51M Buy
99,964
+6,117
+7% +$327K 0.09% 257
2013
Q3 		$4.87M Buy
93,847
+9,297
+11% +$422K 0.09% 265
2013
Q2 		$3.23M Buy
+84,550
New +$3.49M 0.07% 341

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Placemark Investments's CRM Position: Q4 2014 in Review

Placemark Investments increased its Salesforce (CRM) stake by 2.1% in Q4 2014, buying an estimated $104K and bringing the position to 87,730 shares worth $5.2M. The position accounts for 0.09% of the portfolio, ranked #272.

Placemark Investments first reported a position in CRM in Q2 2013 and has held it in 7 quarters since. The position peaked at $5.51M in Q4 2013. 563 funds tracked by Wall St. Rank hold CRM as of Q4 2014.

  • Placemark Investments held 87,730 shares of Salesforce worth $5.2M as of Q4 2014.
  • Placemark Investments bought 1,767 Salesforce shares in Q4 2014, an estimated $104K.
  • Salesforce made up 0.09% of Placemark Investments's portfolio in Q4 2014, its #272 holding.
  • Placemark Investments first reported a position in Salesforce in Q2 2013 and has held it in 7 quarters since.
  • Placemark Investments's Salesforce position peaked at $5.51M in Q4 2013.
  • 563 funds tracked by Wall St. Rank held Salesforce as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.