SHJ
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Sharkey, Howes & Javer’s Salesforce CRM Stock Holding History

Sharkey, Howes & Javer’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
Q2 		– Sell
-20
Closed -$1K – 197
2015
Q1 		$1K Buy
+20
New +$1.24K ﹤0.01% 214

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sharkey, Howes & Javer's CRM Position: Q2 2015 in Review

Sharkey, Howes & Javer sold out of Salesforce (CRM) in Q2 2015, closing a stake of 20 shares — an estimated $1K sold.

Sharkey, Howes & Javer first reported a position in CRM in Q1 2015 and held it in 1 quarter. The position peaked at $1K in Q1 2015. 643 funds tracked by Wall St. Rank hold CRM as of Q2 2015.

  • Sharkey, Howes & Javer reported no remaining Salesforce position as of Q2 2015 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 20 Salesforce shares in Q2 2015, an estimated $1K.
  • Sharkey, Howes & Javer first reported a position in Salesforce in Q1 2015 and held it in 1 quarter.
  • Sharkey, Howes & Javer's Salesforce position peaked at $1K in Q1 2015.
  • 643 funds tracked by Wall St. Rank held Salesforce as of Q2 2015.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2015, filed 5 Aug 2015.