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R&F Capital Advisors’s Salesforce CRM Stock Holding History

R&F Capital Advisors’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
Q1 		$2.71M Sell
32,849
-23,691
-42% -$1.89M 0.7% 12
2016
Q4 		$3.87M Buy
+56,540
New +$4.1M 1.37% 2

Other funds holding CRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

R&F Capital Advisors's CRM Position: Q1 2017 in Review

R&F Capital Advisors reduced its Salesforce (CRM) stake by 42% in Q1 2017, selling an estimated $1.89M and leaving 32,849 shares worth $2.71M. The position accounts for 0.7% of the portfolio, ranked #12.

R&F Capital Advisors first reported a position in CRM in Q4 2016 and has held it in 2 quarters since. The position peaked at $3.87M in Q4 2016. 846 funds tracked by Wall St. Rank hold CRM as of Q1 2017.

  • R&F Capital Advisors held 32,849 shares of Salesforce worth $2.71M as of Q1 2017.
  • R&F Capital Advisors sold 23,691 Salesforce shares in Q1 2017, an estimated $1.89M.
  • Salesforce made up 0.7% of R&F Capital Advisors's portfolio in Q1 2017, its #12 holding.
  • R&F Capital Advisors first reported a position in Salesforce in Q4 2016 and has held it in 2 quarters since.
  • R&F Capital Advisors's Salesforce position peaked at $3.87M in Q4 2016.
  • 846 funds tracked by Wall St. Rank held Salesforce as of Q1 2017.

Based on R&F Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.