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Smith Hayes Advisers’s Salesforce CRM Stock Holding History

Smith Hayes Advisers’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
Q2 		– Sell
-3,834
Closed -$219K – 289
2014
Q1 		$219K Buy
3,834
+195
+5% +$11.7K 0.05% 258
2013
Q4 		$201K Buy
+3,639
New +$195K 0.07% 240

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

Smith Hayes Advisers's CRM Position: Q2 2014 in Review

Smith Hayes Advisers sold out of Salesforce (CRM) in Q2 2014, closing a stake of 3,834 shares — an estimated $219K sold.

Smith Hayes Advisers first reported a position in CRM in Q4 2013 and held it in 2 quarters. The position peaked at $219K in Q1 2014. 544 funds tracked by Wall St. Rank hold CRM as of Q2 2014.

  • Smith Hayes Advisers reported no remaining Salesforce position as of Q2 2014 after selling out during the quarter.
  • Smith Hayes Advisers sold 3,834 Salesforce shares in Q2 2014, an estimated $219K.
  • Smith Hayes Advisers first reported a position in Salesforce in Q4 2013 and held it in 2 quarters.
  • Smith Hayes Advisers's Salesforce position peaked at $219K in Q1 2014.
  • 544 funds tracked by Wall St. Rank held Salesforce as of Q2 2014.

Based on Smith Hayes Advisers's 13F filing for Q2 2014, filed 14 Aug 2014.