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Smith & Howard Wealth Management’s Salesforce CRM Stock Holding History

Smith & Howard Wealth Management’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
Q1 		– Sell
-52
Closed -$3K – 73
2013
Q4 		$3K Hold
52
– – ﹤0.01% 233
2013
Q3 		$3K Hold
52
– – ﹤0.01% 238
2013
Q2 		$2K Buy
+52
New +$2.15K ﹤0.01% 217

Other funds holding CRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return

Smith & Howard Wealth Management's CRM Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of Salesforce (CRM) in Q1 2014, closing a stake of 52 shares — an estimated $3K sold.

Smith & Howard Wealth Management first reported a position in CRM in Q2 2013 and held it in 3 quarters. The position peaked at $3K in Q4 2013. 534 funds tracked by Wall St. Rank hold CRM as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining Salesforce position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 52 Salesforce shares in Q1 2014, an estimated $3K.
  • Smith & Howard Wealth Management first reported a position in Salesforce in Q2 2013 and held it in 3 quarters.
  • Smith & Howard Wealth Management's Salesforce position peaked at $3K in Q4 2013.
  • 534 funds tracked by Wall St. Rank held Salesforce as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.