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Private Capital Management (Minnesota)’s Salesforce CRM Stock Holding History

Private Capital Management (Minnesota)’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
2017
Q3 		$687K Hold
7,350
– – 0.77% 41
2017
Q2 		$637K Sell
7,350
-300
-4% -$26.1K 0.71% 45
2017
Q1 		$631K Sell
7,650
-1,650
-18% -$132K 0.69% 43
2016
Q4 		$637K Buy
9,300
+1,000
+12% +$72.6K 0.71% 42
2016
Q3 		$592K Buy
8,300
+2,900
+54% +$226K 0.62% 65
2016
Q2 		$429K Sell
5,400
-1,050
-16% -$82.4K 0.42% 107
2016
Q1 		$476K Buy
+6,450
New +$444K 0.44% 104

Other funds holding CRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Private Capital Management (Minnesota)'s CRM Position: Q3 2017 in Review

Private Capital Management (Minnesota) held its Salesforce (CRM) position steady in Q3 2017 at 7,350 shares worth $687K. The position accounts for 0.77% of the portfolio, ranked #41.

Private Capital Management (Minnesota) first reported a position in CRM in Q1 2016 and has held it in 7 quarters since. 877 funds tracked by Wall St. Rank hold CRM as of Q3 2017.

  • Private Capital Management (Minnesota) held 7,350 shares of Salesforce worth $687K as of Q3 2017.
  • Private Capital Management (Minnesota) left its Salesforce share count unchanged in Q3 2017.
  • Salesforce made up 0.77% of Private Capital Management (Minnesota)'s portfolio in Q3 2017, its #41 holding.
  • Private Capital Management (Minnesota) first reported a position in Salesforce in Q1 2016 and has held it in 7 quarters since.
  • 877 funds tracked by Wall St. Rank held Salesforce as of Q3 2017.

Based on Private Capital Management (Minnesota)'s 13F filing for Q3 2017, filed 26 Oct 2017.