RBC
CRM icon

Ronald Blue & Co’s Salesforce CRM Stock Holding History

Ronald Blue & Co’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
2015
Q4 		– Sell
-4,969
Closed -$345K – 214
2015
Q3 		$345K Buy
4,969
+195
+4% +$13.8K 0.02% 186
2015
Q2 		$333K Sell
4,774
-1,570
-25% -$112K 0.02% 242
2015
Q1 		$423K Sell
6,344
-1,598
-20% -$99.1K 0.02% 199
2014
Q4 		$471K Sell
7,942
-2,057
-21% -$121K 0.02% 169
2014
Q3 		$576K Buy
9,999
+89
+0.9% +$5.01K 0.04% 139
2014
Q2 		$576K Sell
9,910
-605
-6% -$32.7K 0.04% 151
2014
Q1 		$601K Buy
10,515
+313
+3% +$18.7K 0.04% 133
2013
Q4 		$563K Sell
10,202
-453
-4% -$24.2K 0.04% 134
2013
Q3 		$553K Buy
10,655
+10,435
+4,743% +$474K 0.05% 114
2013
Q2 		$8K Buy
+220
New +$9.08K ﹤0.01% 229

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ronald Blue & Co's CRM Position: Q4 2015 in Review

Ronald Blue & Co sold out of Salesforce (CRM) in Q4 2015, closing a stake of 4,969 shares — an estimated $345K sold.

Ronald Blue & Co first reported a position in CRM in Q2 2013 and held it in 10 quarters. The position peaked at $601K in Q1 2014. 764 funds tracked by Wall St. Rank hold CRM as of Q4 2015.

  • Ronald Blue & Co reported no remaining Salesforce position as of Q4 2015 after selling out during the quarter.
  • Ronald Blue & Co sold 4,969 Salesforce shares in Q4 2015, an estimated $345K.
  • Ronald Blue & Co first reported a position in Salesforce in Q2 2013 and held it in 10 quarters.
  • Ronald Blue & Co's Salesforce position peaked at $601K in Q1 2014.
  • 764 funds tracked by Wall St. Rank held Salesforce as of Q4 2015.

Based on Ronald Blue & Co's 13F filing for Q4 2015, filed 11 Feb 2016.