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Santa Fe Partners’s Salesforce CRM Stock Holding History

Santa Fe Partners’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
2016
Q1 		– Sell
-39,525
Closed -$3.1M – 74
2015
Q4 		$3.1M Buy
+39,525
New +$3.09M 0.51% 11
2015
Q2 		– Sell
-32,691
Closed -$2.18M – 504
2015
Q1 		$2.18M Buy
32,691
+19,878
+155% +$1.23M 0.26% 143
2014
Q4 		$761K Sell
12,813
-3,113
-20% -$184K 0.1% 326
2014
Q3 		$916K Buy
+15,926
New +$897K 0.14% 276
2013
Q3 		– Sell
-18,562
Closed -$709K – 491
2013
Q2 		$709K Buy
+18,562
New +$766K 0.14% 252

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Santa Fe Partners's CRM Position: Q1 2016 in Review

Santa Fe Partners sold out of Salesforce (CRM) in Q1 2016, closing a stake of 39,525 shares — an estimated $3.1M sold.

Santa Fe Partners first reported a position in CRM in Q2 2013 and held it in 5 quarters. The position peaked at $3.1M in Q4 2015. 763 funds tracked by Wall St. Rank hold CRM as of Q1 2016.

  • Santa Fe Partners reported no remaining Salesforce position as of Q1 2016 after selling out during the quarter.
  • Santa Fe Partners sold 39,525 Salesforce shares in Q1 2016, an estimated $3.1M.
  • Santa Fe Partners first reported a position in Salesforce in Q2 2013 and held it in 5 quarters.
  • Santa Fe Partners's Salesforce position peaked at $3.1M in Q4 2015.
  • 763 funds tracked by Wall St. Rank held Salesforce as of Q1 2016.

Based on Santa Fe Partners's 13F filing for Q1 2016.