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Stifel Trust’s Salesforce CRM Stock Holding History

Stifel Trust’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
Q3 		$41K Sell
704
-3
-0.4% -$169 0.01% 284
2014
Q2 		$42K Hold
707
– – 0.01% 288
2014
Q1 		$41K Hold
707
– – 0.01% 285
2013
Q4 		$40K Sell
707
-37
-5% -$1.98K 0.01% 279
2013
Q3 		$39K Hold
744
– – 0.01% 280
2013
Q2 		$29K Buy
+744
New +$30.7K 0.01% 306

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

Stifel Trust's CRM Position: Q3 2014 in Review

Stifel Trust reduced its Salesforce (CRM) stake by 0.42% in Q3 2014, selling an estimated $169 and leaving 704 shares worth $41K. The position accounts for 0.01% of the portfolio, ranked #284.

Stifel Trust first reported a position in CRM in Q2 2013 and has held it in 6 quarters since. The position peaked at $42K in Q2 2014. 551 funds tracked by Wall St. Rank hold CRM as of Q3 2014.

  • Stifel Trust held 704 shares of Salesforce worth $41K as of Q3 2014.
  • Stifel Trust sold 3 Salesforce shares in Q3 2014, an estimated $169.
  • Salesforce made up 0.01% of Stifel Trust's portfolio in Q3 2014, its #284 holding.
  • Stifel Trust first reported a position in Salesforce in Q2 2013 and has held it in 6 quarters since.
  • Stifel Trust's Salesforce position peaked at $42K in Q2 2014.
  • 551 funds tracked by Wall St. Rank held Salesforce as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.