WFG Advisors’s Salesforce CRM Stock Holding History

WFG Advisors’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 Q2	$159K	Buy	1,837 +1,039	+130%	+$90.5K	0.04%	423
2017 Q1	$66K	Sell	798 -1,170	-59%	-$93.5K	0.02%	591
2016 Q4	$135K	Buy	1,968 +1,452	+281%	+$105K	0.03%	456
2016 Q3	$37K	Sell	516 -186	-26%	-$14.5K	0.01%	773
2016 Q2	$56K	Buy	702 +400	+132%	+$31.4K	0.01%	661
2016 Q1	$22K	Sell	302 -650	-68%	-$44.8K	0.01%	860
2015 Q4	$75K	Buy	952 +750	+371%	+$58.6K	0.02%	547
2015 Q3	$14K	Hold	202	–	–	﹤0.01%	990
2015 Q2	$14K	Buy	202 +74	+58%	+$5.27K	﹤0.01%	1082
2015 Q1	$9K	Sell	128 -6,900	-98%	-$428K	﹤0.01%	1228
2014 Q4	$417K	Buy	7,028 +2,500	+55%	+$147K	0.08%	259
2014 Q3	$260K	Hold	4,528	–	–	0.05%	391
2014 Q2	$263K	Hold	4,528	–	–	0.05%	391
2014 Q1	$259K	Hold	4,528	–	–	0.05%	382
2013 Q4	$250K	Sell	4,528 -100	-2%	-$5.35K	0.04%	463
2013 Q3	$240K	Sell	4,628 -600	-11%	-$27.2K	0.04%	441
2013 Q2	$200K	Buy	+5,228	New	+$216K	0.03%	454

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WFG Advisors's CRM Position: Q2 2017 in Review

WFG Advisors increased its Salesforce (CRM) stake by 130% in Q2 2017, buying an estimated $90.5K and bringing the position to 1,837 shares worth $159K. The position accounts for 0.04% of the portfolio, ranked #423.

WFG Advisors first reported a position in CRM in Q2 2013 and has held it in 17 quarters since. The position peaked at $417K in Q4 2014. 857 funds tracked by Wall St. Rank hold CRM as of Q2 2017.

WFG Advisors held 1,837 shares of Salesforce worth $159K as of Q2 2017.
WFG Advisors bought 1,039 Salesforce shares in Q2 2017, an estimated $90.5K.
Salesforce made up 0.04% of WFG Advisors's portfolio in Q2 2017, its #423 holding.
WFG Advisors first reported a position in Salesforce in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's Salesforce position peaked at $417K in Q4 2014.
857 funds tracked by Wall St. Rank held Salesforce as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.