Zweig Advisers’s Salesforce CRM Stock Holding History

Zweig Advisers’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 Q3	–	Sell	-79,000	Closed	-$6.46M	–	14
2016 Q2	$6.46M	Sell	79,000 -43,000	-35%	-$3.37M	1.1%	62
2016 Q1	$9.01M	Hold	122,000	–	–	1.51%	46
2015 Q4	$9.56M	Buy	+122,000	New	+$9.53M	1.59%	39
2014 Q1	–	Sell	-107,000	Closed	-$5.91M	–	70
2013 Q4	$5.91M	Buy	+107,000	New	+$5.72M	0.81%	61

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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

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

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

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

Zweig Advisers's CRM Position: Q3 2016 in Review

Zweig Advisers sold out of Salesforce (CRM) in Q3 2016, closing a stake of 79,000 shares — an estimated $6.46M sold.

Zweig Advisers first reported a position in CRM in Q4 2013 and held it in 4 quarters. The position peaked at $9.56M in Q4 2015. 779 funds tracked by Wall St. Rank hold CRM as of Q3 2016.

Zweig Advisers reported no remaining Salesforce position as of Q3 2016 after selling out during the quarter.
Zweig Advisers sold 79,000 Salesforce shares in Q3 2016, an estimated $6.46M.
Zweig Advisers first reported a position in Salesforce in Q4 2013 and held it in 4 quarters.
Zweig Advisers's Salesforce position peaked at $9.56M in Q4 2015.
779 funds tracked by Wall St. Rank held Salesforce as of Q3 2016.

Based on Zweig Advisers's 13F filing for Q3 2016.