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Robert N. Shapiro’s Salesforce CRM Stock Holding History

Robert N. Shapiro’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 		$237K Buy
4,001
+75
+2% +$4.42K 0.05% 240
2014
Q3 		$225K Buy
3,926
+30
+0.8% +$1.69K 0.04% 259
2014
Q2 		$226K Hold
3,896
– – 0.04% 255
2014
Q1 		$222K Hold
3,896
– – 0.04% 251
2013
Q4 		$215K Hold
3,896
– – 0.04% 260
2013
Q3 		$202K Buy
3,896
+1,436
+58% +$65.2K 0.04% 271
2013
Q2 		$94K Buy
+2,460
New +$102K 0.02% 403

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

Robert N. Shapiro's CRM Position: Q4 2014 in Review

Robert N. Shapiro increased its Salesforce (CRM) stake by 1.9% in Q4 2014, buying an estimated $4.42K and bringing the position to 4,001 shares worth $237K. The position accounts for 0.05% of the portfolio, ranked #240.

Robert N. Shapiro first reported a position in CRM in Q2 2013 and has held it in 7 quarters since. 563 funds tracked by Wall St. Rank hold CRM as of Q4 2014.

  • Robert N. Shapiro held 4,001 shares of Salesforce worth $237K as of Q4 2014.
  • Robert N. Shapiro bought 75 Salesforce shares in Q4 2014, an estimated $4.42K.
  • Salesforce made up 0.05% of Robert N. Shapiro's portfolio in Q4 2014, its #240 holding.
  • Robert N. Shapiro first reported a position in Salesforce in Q2 2013 and has held it in 7 quarters since.
  • 563 funds tracked by Wall St. Rank held Salesforce as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.