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Quotient Investors’s Salesforce CRM Stock Holding History

Quotient Investors’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 		$859K Buy
9,200
+2,200
+31% +$202K 0.59% 70
2017
Q2 		$606K Buy
+7,000
New +$610K 0.43% 85
2017
Q1 		– Sell
-9,000
Closed -$616K – 178
2016
Q4 		$616K Hold
9,000
– – 0.39% 90
2016
Q3 		$642K Hold
9,000
– – 0.42% 87
2016
Q2 		$715K Buy
+9,000
New +$706K 0.34% 91
2016
Q1 		– Sell
-5,700
Closed -$447K – 218
2015
Q4 		$447K Buy
5,700
+1,383
+32% +$108K 0.17% 134
2015
Q3 		$300K Buy
+4,317
New +$306K 0.07% 157

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Quotient Investors's CRM Position: Q3 2017 in Review

Quotient Investors increased its Salesforce (CRM) stake by 31% in Q3 2017, buying an estimated $202K and bringing the position to 9,200 shares worth $859K. The position accounts for 0.59% of the portfolio, ranked #70.

Quotient Investors first reported a position in CRM in Q3 2015 and has held it in 7 quarters since. 877 funds tracked by Wall St. Rank hold CRM as of Q3 2017.

  • Quotient Investors held 9,200 shares of Salesforce worth $859K as of Q3 2017.
  • Quotient Investors bought 2,200 Salesforce shares in Q3 2017, an estimated $202K.
  • Salesforce made up 0.59% of Quotient Investors's portfolio in Q3 2017, its #70 holding.
  • Quotient Investors first reported a position in Salesforce in Q3 2015 and has held it in 7 quarters since.
  • 877 funds tracked by Wall St. Rank held Salesforce as of Q3 2017.

Based on Quotient Investors's 13F filing for Q3 2017, filed 18 Oct 2017.