Vista Equity Partners Management’s Salesforce CRM Stock Holding History

Vista Equity Partners 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
2016 Q4	–	Sell	-66,475	Closed	-$4.74M	–	24
2016 Q3	$4.74M	Sell	66,475 -4,467	-6%	-$348K	2.16%	15
2016 Q2	$5.63M	Sell	70,942 -9,261	-12%	-$727K	2.46%	15
2016 Q1	$5.92M	Sell	80,203 -4,866	-6%	-$335K	3.22%	10
2015 Q4	$6.67M	Buy	85,069 +9,697	+13%	+$757K	4.62%	6
2015 Q3	$5.23M	Buy	75,372 +20,211	+37%	+$1.43M	3.13%	13
2015 Q2	$3.84M	Buy	55,161 +18,933	+52%	+$1.35M	2.16%	16
2015 Q1	$2.42M	Buy	+36,228	New	+$2.25M	1.38%	18

Other funds holding CRM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vista Equity Partners Management's CRM Position: Q4 2016 in Review

Vista Equity Partners Management sold out of Salesforce (CRM) in Q4 2016, closing a stake of 66,475 shares — an estimated $4.74M sold.

Vista Equity Partners Management first reported a position in CRM in Q1 2015 and held it in 7 quarters. The position peaked at $6.67M in Q4 2015. 815 funds tracked by Wall St. Rank hold CRM as of Q4 2016.

Vista Equity Partners Management reported no remaining Salesforce position as of Q4 2016 after selling out during the quarter.
Vista Equity Partners Management sold 66,475 Salesforce shares in Q4 2016, an estimated $4.74M.
Vista Equity Partners Management first reported a position in Salesforce in Q1 2015 and held it in 7 quarters.
Vista Equity Partners Management's Salesforce position peaked at $6.67M in Q4 2015.
815 funds tracked by Wall St. Rank held Salesforce as of Q4 2016.

Based on Vista Equity Partners Management's 13F filing for Q4 2016, filed 14 Feb 2017.