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TriOaks Capital Management’s Salesforce CRM Stock Holding History

TriOaks Capital Management’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
Q1 		– Sell
-250,000
Closed -$13.8M – 70
2013
Q4 		$13.8M Buy
250,000
+50,000
+25% +$2.67M 0.95% 19
2013
Q3 		$10.4M Buy
200,000
+120,000
+150% +$5.45M 1.22% 23
2013
Q2 		$3.05M Buy
+80,000
New +$3.3M 0.52% 58

Other funds holding CRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return

TriOaks Capital Management's CRM Position: Q1 2014 in Review

TriOaks Capital Management sold out of Salesforce (CRM) in Q1 2014, closing a stake of 250,000 shares — an estimated $13.8M sold.

TriOaks Capital Management first reported a position in CRM in Q2 2013 and held it in 3 quarters. The position peaked at $13.8M in Q4 2013. 534 funds tracked by Wall St. Rank hold CRM as of Q1 2014.

  • TriOaks Capital Management reported no remaining Salesforce position as of Q1 2014 after selling out during the quarter.
  • TriOaks Capital Management sold 250,000 Salesforce shares in Q1 2014, an estimated $13.8M.
  • TriOaks Capital Management first reported a position in Salesforce in Q2 2013 and held it in 3 quarters.
  • TriOaks Capital Management's Salesforce position peaked at $13.8M in Q4 2013.
  • 534 funds tracked by Wall St. Rank held Salesforce as of Q1 2014.

Based on TriOaks Capital Management's 13F filing for Q1 2014, filed 15 May 2014.