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Rockefeller Financial Services’s Salesforce CRM Stock Holding History

Rockefeller Financial Services’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
Q4 		$922K Hold
9,022
– – 0.01% 234
2017
Q3 		$843K Buy
9,022
+6,755
+298% +$621K 0.02% 222
2017
Q2 		$196K Sell
2,267
-230
-9% -$20K ﹤0.01% 296
2017
Q1 		$206K Hold
2,497
– – ﹤0.01% 309
2016
Q4 		$171K Buy
2,497
+302
+14% +$21.9K ﹤0.01% 341
2016
Q3 		$157K Hold
2,195
– – ﹤0.01% 318
2016
Q2 		$174K Hold
2,195
– – ﹤0.01% 325
2016
Q1 		$162K Buy
2,195
+784
+56% +$54K ﹤0.01% 334
2015
Q4 		$111K Hold
1,411
– – ﹤0.01% 382
2015
Q3 		$98K Buy
+1,411
New +$100K ﹤0.01% 381
2015
Q1 		– Sell
-600
Closed -$36K – 524
2014
Q4 		$36K Buy
+600
New +$35.4K ﹤0.01% 400

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Rockefeller Financial Services's CRM Position: Q4 2017 in Review

Rockefeller Financial Services held its Salesforce (CRM) position steady in Q4 2017 at 9,022 shares worth $922K. The position accounts for 0.01% of the portfolio, ranked #234.

Rockefeller Financial Services first reported a position in CRM in Q4 2014 and has held it in 11 quarters since. 1,002 funds tracked by Wall St. Rank hold CRM as of Q4 2017.

  • Rockefeller Financial Services held 9,022 shares of Salesforce worth $922K as of Q4 2017.
  • Rockefeller Financial Services left its Salesforce share count unchanged in Q4 2017.
  • Salesforce made up 0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #234 holding.
  • Rockefeller Financial Services first reported a position in Salesforce in Q4 2014 and has held it in 11 quarters since.
  • 1,002 funds tracked by Wall St. Rank held Salesforce as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.