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TD Securities (USA)’s Salesforce CRM Stock Holding History

TD Securities (USA)’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
Q1 		$10K Buy
142
+2
+1% +$138 0.09% 98
2015
Q4 		$11K Sell
140
-215
-61% -$16.8K 0.1% 86
2015
Q3 		$25K Sell
355
-246,557
-100% -$17.5M 0.23% 93
2015
Q2 		$17.2M Buy
246,912
+29,552
+14% +$2.1M 0.23% 108
2015
Q1 		$14.5M Sell
217,360
-5,479
-2% -$340K 0.22% 110
2014
Q4 		$13.2M Buy
222,839
+21,476
+11% +$1.27M 0.19% 125
2014
Q3 		$11.6M Buy
201,363
+3,892
+2% +$219K 0.19% 128
2014
Q2 		$11.5M Buy
197,471
+13,277
+7% +$717K 0.18% 139
2014
Q1 		$10.5M Sell
184,194
-11,532
-6% -$689K 0.19% 133
2013
Q4 		$10.8M Buy
195,726
+7,989
+4% +$427K 0.18% 137
2013
Q3 		$9.74M Buy
187,737
+2,678
+1% +$122K 0.19% 132
2013
Q2 		$7.07M Buy
+185,059
New +$7.64M 0.14% 166

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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TD Securities (USA)'s CRM Position: Q1 2016 in Review

TD Securities (USA) increased its Salesforce (CRM) stake by 1.4% in Q1 2016, buying an estimated $138 and bringing the position to 142 shares worth $10K. The position accounts for 0.09% of the portfolio, ranked #98.

TD Securities (USA) first reported a position in CRM in Q2 2013 and has held it in 12 quarters since. The position peaked at $17.2M in Q2 2015. 764 funds tracked by Wall St. Rank hold CRM as of Q1 2016.

  • TD Securities (USA) held 142 shares of Salesforce worth $10K as of Q1 2016.
  • TD Securities (USA) bought 2 Salesforce shares in Q1 2016, an estimated $138.
  • Salesforce made up 0.09% of TD Securities (USA)'s portfolio in Q1 2016, its #98 holding.
  • TD Securities (USA) first reported a position in Salesforce in Q2 2013 and has held it in 12 quarters since.
  • TD Securities (USA)'s Salesforce position peaked at $17.2M in Q2 2015.
  • 764 funds tracked by Wall St. Rank held Salesforce as of Q1 2016.

Based on TD Securities (USA)'s 13F filing for Q1 2016, filed 27 Apr 2016.