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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
2017
Q3 		$6.2M Sell
66,400
-49,800
-43% -$4.58M 0.11% 213
2017
Q2 		$10.1M Buy
116,200
+64,100
+123% +$5.58M 0.2% 76
2017
Q1 		$4.3M Sell
52,100
-86,300
-62% -$6.89M 0.14% 116
2016
Q4 		$9.47M Buy
138,400
+132,900
+2,416% +$9.64M 0.22% 72
2016
Q3 		$392K Buy
+5,500
New +$429K 0.01% 1667
2016
Q2 		– Sell
-19,600
Closed -$1.45M – 3373
2016
Q1 		$1.45M Sell
19,600
-57,500
-75% -$3.96M 0.03% 889
2015
Q4 		$6.04M Buy
77,100
+14,200
+23% +$1.11M 0.06% 406
2015
Q3 		$4.37M Sell
62,900
-98,200
-61% -$6.96M 0.04% 592
2015
Q2 		$11.2M Sell
161,100
-41,800
-21% -$2.98M 0.1% 229
2015
Q1 		$13.6M Sell
202,900
-16,800
-8% -$1.04M 0.13% 143
2014
Q4 		$13M Sell
219,700
-141,300
-39% -$8.33M 0.08% 312
2014
Q3 		$20.8M Sell
361,000
-53,000
-13% -$2.98M 0.1% 223
2014
Q2 		$24M Buy
414,000
+347,100
+519% +$18.7M 0.12% 186
2014
Q1 		$3.82M Sell
66,900
-117,200
-64% -$7.01M 0.02% 1036
2013
Q4 		$10.2M Sell
184,100
-68,400
-27% -$3.66M 0.05% 437
2013
Q3 		$13.1M Sell
252,500
-161,400
-39% -$7.33M 0.08% 266
2013
Q2 		$15.8M Buy
+413,900
New +$17.1M 0.1% 185

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.