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Wilmington Trust’s Salesforce CRM Stock Holding History

Wilmington 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
Q2 		$640K Sell
11,027
-924
-8% -$49.9K 0.01% 473
2014
Q1 		$683K Sell
11,951
-1,966
-14% -$118K 0.01% 438
2013
Q4 		$768K Sell
13,917
-4,298
-24% -$230K 0.01% 423
2013
Q3 		$945K Sell
18,215
-1,603
-8% -$72.8K 0.02% 359
2013
Q2 		$757K Buy
+19,818
New +$818K 0.02% 382

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

Wilmington Trust's CRM Position: Q2 2014 in Review

Wilmington Trust reduced its Salesforce (CRM) stake by 7.7% in Q2 2014, selling an estimated $49.9K and leaving 11,027 shares worth $640K. The position accounts for 0.01% of the portfolio, ranked #473.

Wilmington Trust first reported a position in CRM in Q2 2013 and has held it in 5 quarters since. The position peaked at $945K in Q3 2013. 544 funds tracked by Wall St. Rank hold CRM as of Q2 2014.

  • Wilmington Trust held 11,027 shares of Salesforce worth $640K as of Q2 2014.
  • Wilmington Trust sold 924 Salesforce shares in Q2 2014, an estimated $49.9K.
  • Salesforce made up 0.01% of Wilmington Trust's portfolio in Q2 2014, its #473 holding.
  • Wilmington Trust first reported a position in Salesforce in Q2 2013 and has held it in 5 quarters since.
  • Wilmington Trust's Salesforce position peaked at $945K in Q3 2013.
  • 544 funds tracked by Wall St. Rank held Salesforce as of Q2 2014.

Based on Wilmington Trust's 13F filing for Q2 2014, filed 13 Aug 2014.