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Spot Trading’s Salesforce CRM Stock Holding History

Spot Trading’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
Q4 		– Sell
-1,235
Closed -$89.6K – 2822
2016
Q3 		$88K Buy
+1,235
New +$96.3K ﹤0.01% 2449
2016
Q1 		– Sell
-22,182
Closed -$1.53M – 3508
2015
Q4 		$1.74M Sell
22,182
-6,641
-23% -$519K 0.02% 1112
2015
Q3 		$2M Buy
28,823
+3,353
+13% +$238K 0.02% 1081
2015
Q2 		$1.77M Sell
25,470
-70,757
-74% -$5.04M 0.02% 1219
2015
Q1 		$6.43M Buy
+96,227
New +$5.97M 0.06% 425
2014
Q4 		– Sell
-79
Closed -$4.66K – 4076
2014
Q3 		$5K Buy
+79
New +$4.45K ﹤0.01% 4127
2014
Q1 		– Sell
-4,500
Closed -$269K – 4241
2013
Q4 		$248K Buy
+4,500
New +$241K ﹤0.01% 2898
2013
Q3 		– Sell
-130,004
Closed -$5.9M – 4149
2013
Q2 		$4.96M Buy
+130,004
New +$5.37M 0.03% 722

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Spot Trading's CRM Position: Q4 2016 in Review

Spot Trading sold out of Salesforce (CRM) in Q4 2016, closing a stake of 1,235 shares — an estimated $89.6K sold.

Spot Trading first reported a position in CRM in Q2 2013 and held it in 8 quarters. The position peaked at $6.43M in Q1 2015. 814 funds tracked by Wall St. Rank hold CRM as of Q4 2016.

  • Spot Trading reported no remaining Salesforce position as of Q4 2016 after selling out during the quarter.
  • Spot Trading sold 1,235 Salesforce shares in Q4 2016, an estimated $89.6K.
  • Spot Trading first reported a position in Salesforce in Q2 2013 and held it in 8 quarters.
  • Spot Trading's Salesforce position peaked at $6.43M in Q1 2015.
  • 814 funds tracked by Wall St. Rank held Salesforce as of Q4 2016.

Based on Spot Trading's 13F filing for Q4 2016, filed 7 Feb 2017.