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Stanford Investment Group’s Salesforce CRM Stock Holding History

Stanford Investment Group’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
Q1 		– Sell
-723
Closed -$49K – 60
2016
Q4 		$49K Sell
723
-300
-29% -$21.8K 0.02% 143
2016
Q3 		$73K Buy
1,023
+583
+133% +$45.5K 0.03% 111
2016
Q2 		$35K Hold
440
– – 0.02% 181
2016
Q1 		$32K Buy
440
+140
+47% +$9.64K 0.02% 189
2015
Q4 		$24K Hold
300
– – 0.01% 199
2015
Q3 		$21K Buy
+300
New +$21.3K 0.02% 216

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Stanford Investment Group's CRM Position: Q1 2017 in Review

Stanford Investment Group sold out of Salesforce (CRM) in Q1 2017, closing a stake of 723 shares — an estimated $49K sold.

Stanford Investment Group first reported a position in CRM in Q3 2015 and held it in 6 quarters. The position peaked at $73K in Q3 2016. 846 funds tracked by Wall St. Rank hold CRM as of Q1 2017.

  • Stanford Investment Group reported no remaining Salesforce position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 723 Salesforce shares in Q1 2017, an estimated $49K.
  • Stanford Investment Group first reported a position in Salesforce in Q3 2015 and held it in 6 quarters.
  • Stanford Investment Group's Salesforce position peaked at $73K in Q3 2016.
  • 846 funds tracked by Wall St. Rank held Salesforce as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.