Winifred I. Li’s Salesforce CRM Stock Holding History

Winifred I. Li’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 Q4	–	Sell	-17	Closed	-$1K	–	536
2014 Q3	$1K	Buy	+17	New	+$957	﹤0.01%	415

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Winifred I. Li's CRM Position: Q4 2014 in Review

Winifred I. Li sold out of Salesforce (CRM) in Q4 2014, closing a stake of 17 shares — an estimated $1K sold.

Winifred I. Li first reported a position in CRM in Q3 2014 and held it in 1 quarter. The position peaked at $1K in Q3 2014. 564 funds tracked by Wall St. Rank hold CRM as of Q4 2014.

Winifred I. Li reported no remaining Salesforce position as of Q4 2014 after selling out during the quarter.
Winifred I. Li sold 17 Salesforce shares in Q4 2014, an estimated $1K.
Winifred I. Li first reported a position in Salesforce in Q3 2014 and held it in 1 quarter.
Winifred I. Li's Salesforce position peaked at $1K in Q3 2014.
564 funds tracked by Wall St. Rank held Salesforce as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.