Salesforce.Com (CRM) Shareholder Boston Family Office Has Boosted Holding by $937,482 as Stock Price Rose; Pathstone Family Office Holding in Apple (AAPL) Has Cut as Market Valuation Declined

April 24, 2018 - By Nellie Frank

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Boston Family Office Llc increased its stake in Salesforce.Com Inc (CRM) by 268.74% based on its latest 2017Q4 regulatory filing with the SEC. Boston Family Office Llc bought 9,191 shares as the company’s stock rose 10.89% while stock markets declined. The institutional investor held 12,611 shares of the prepackaged software company at the end of 2017Q4, valued at $1.29 million, up from 3,420 at the end of the previous reported quarter. Boston Family Office Llc who had been investing in Salesforce.Com Inc for a number of months, seems to be bullish on the $86.43 billion market cap company. The stock decreased 3.31% or $4.04 during the last trading session, reaching $117.85. About 3.80 million shares traded. salesforce.com, inc. (NYSE:CRM) has risen 39.46% since April 24, 2017 and is uptrending. It has outperformed by 27.91% the S&P500.

Pathstone Family Office Llc decreased its stake in Apple Inc (AAPL) by 31.56% based on its latest 2017Q4 regulatory filing with the SEC. Pathstone Family Office Llc sold 5,912 shares as the company’s stock declined 3.81% with the market. The institutional investor held 12,822 shares of the computer manufacturing company at the end of 2017Q4, valued at $2.17 million, down from 18,734 at the end of the previous reported quarter. Pathstone Family Office Llc who had been investing in Apple Inc for a number of months, seems to be less bullish one the $825.14B market cap company. The stock decreased 1.59% or $2.62 during the last trading session, reaching $162.62. About 27.25 million shares traded. Apple Inc. (NASDAQ:AAPL) has risen 19.49% since April 24, 2017 and is uptrending. It has outperformed by 7.94% the S&P500.

Investors sentiment increased to 0.73 in Q4 2017. Its up 0.03, from 0.7 in 2017Q3. It is positive, as 50 investors sold AAPL shares while 1023 reduced holdings. 151 funds opened positions while 637 raised stakes. 2.98 billion shares or 0.18% more from 2.97 billion shares in 2017Q3 were reported. Whitnell And holds 29,896 shares or 2.12% of its portfolio. Wealthfront stated it has 226,498 shares or 0.43% of all its holdings. Picton Mahoney Asset Management invested in 209,800 shares. Mycio Wealth Prtnrs Ltd Llc stated it has 159,859 shares or 2.92% of all its holdings. Goodman Fincl Corp holds 4.11% or 53,785 shares. Rhumbline Advisers invested in 3.06% or 8.91M shares. Segall Bryant And Hamill Ltd Llc has 447,977 shares for 1.67% of their portfolio. Founders Cap Mngmt Limited Company reported 0.37% of its portfolio in Apple Inc. (NASDAQ:AAPL). Columbus Circle Invsts has invested 2.64% in Apple Inc. (NASDAQ:AAPL). Pinebridge Invs Ltd Partnership reported 414,959 shares. Trust Co Of Oklahoma has 2.8% invested in Apple Inc. (NASDAQ:AAPL). Gam Ag has invested 0.33% of its portfolio in Apple Inc. (NASDAQ:AAPL). Naples Glob Advisors Lc, a Florida-based fund reported 38,606 shares. Reliance Trust Of Delaware owns 1.32% invested in Apple Inc. (NASDAQ:AAPL) for 51,593 shares. Willow Creek Wealth Management Inc has invested 1.7% in Apple Inc. (NASDAQ:AAPL).

Among 54 analysts covering Apple Inc. (NASDAQ:AAPL), 35 have Buy rating, 1 Sell and 18 Hold. Therefore 65% are positive. Apple Inc. had 400 analyst reports since July 21, 2015 according to SRatingsIntel. Barclays Capital maintained Apple Inc. (NASDAQ:AAPL) rating on Wednesday, April 20. Barclays Capital has “Overweight” rating and $131 target. The firm earned “Hold” rating on Tuesday, November 14 by Wells Fargo. The rating was maintained by Drexel Hamilton on Friday, June 2 with “Buy”. The company was maintained on Sunday, August 16 by Rosenblatt. The firm has “Hold” rating given on Wednesday, August 2 by Deutsche Bank. Goldman Sachs maintained Apple Inc. (NASDAQ:AAPL) rating on Thursday, June 2. Goldman Sachs has “Buy” rating and $124 target. Mizuho maintained it with “Buy” rating and $130 target in Wednesday, October 12 report. The rating was maintained by Robert W. Baird with “Buy” on Friday, February 2. Drexel Hamilton maintained Apple Inc. (NASDAQ:AAPL) rating on Thursday, July 6. Drexel Hamilton has “Buy” rating and $20200 target. The firm earned “Hold” rating on Friday, December 1 by Gabelli.

Since December 7, 2017, it had 0 insider purchases, and 5 sales for $26.72 million activity. Riccio Daniel J. sold $2.65M worth of stock. SCHILLER PHILIP W had sold 69,491 shares worth $11.56 million on Tuesday, April 3.

Analysts await Apple Inc. (NASDAQ:AAPL) to report earnings on May, 1 after the close. They expect $2.71 earnings per share, up 29.05% or $0.61 from last year’s $2.1 per share. AAPL’s profit will be $13.75B for 15.00 P/E if the $2.71 EPS becomes a reality. After $3.89 actual earnings per share reported by Apple Inc. for the previous quarter, Wall Street now forecasts -30.33% negative EPS growth.

Among 55 analysts covering Salesforce.com (NYSE:CRM), 49 have Buy rating, 1 Sell and 5 Hold. Therefore 89% are positive. Salesforce.com had 231 analyst reports since August 21, 2015 according to SRatingsIntel. The firm has “Buy” rating given on Thursday, March 1 by Mizuho. Wunderlich initiated the shares of CRM in report on Wednesday, September 16 with “Buy” rating. Oppenheimer maintained the shares of CRM in report on Thursday, May 19 with “Outperform” rating. Northland Capital maintained salesforce.com, inc. (NYSE:CRM) on Friday, October 27 with “Buy” rating. Wunderlich maintained salesforce.com, inc. (NYSE:CRM) rating on Thursday, November 19. Wunderlich has “Buy” rating and $93 target. The firm has “Outperform” rating given on Thursday, March 1 by Cowen & Co. The stock of salesforce.com, inc. (NYSE:CRM) earned “Buy” rating by Cowen & Co on Thursday, February 22. The firm earned “Hold” rating on Friday, August 28 by Wedbush. Deutsche Bank maintained salesforce.com, inc. (NYSE:CRM) on Thursday, May 19 with “Buy” rating. The stock of salesforce.com, inc. (NYSE:CRM) earned “Overweight” rating by Barclays Capital on Thursday, September 1.

Investors sentiment decreased to 1.19 in Q4 2017. Its down 0.15, from 1.34 in 2017Q3. It worsened, as 39 investors sold CRM shares while 274 reduced holdings. 110 funds opened positions while 261 raised stakes. 608.21 million shares or 0.25% less from 609.74 million shares in 2017Q3 were reported. Fifth Third Bancorporation stated it has 0% in salesforce.com, inc. (NYSE:CRM). City Holdings invested in 0.01% or 176 shares. Dearborn Prtn Limited Liability Company has invested 0.05% in salesforce.com, inc. (NYSE:CRM). Cleararc stated it has 17,466 shares. Moreover, Lazard Asset Mngmt Ltd Liability Company has 0% invested in salesforce.com, inc. (NYSE:CRM) for 350 shares. Millennium Mngmt Ltd Liability has invested 0.25% in salesforce.com, inc. (NYSE:CRM). Granite Ptnrs Ltd Liability reported 0.6% in salesforce.com, inc. (NYSE:CRM). Daiwa Secs Group Inc Inc holds 124,016 shares or 0.09% of its portfolio. Karp Capital Management invested in 0.53% or 12,255 shares. Bridgecreek Investment Mngmt Limited Liability Company holds 93,734 shares. Tiemann Inv Ltd Liability Corporation invested in 9,140 shares or 0.74% of the stock. United Kingdom-based Generation Management Limited Liability Partnership has invested 1.65% in salesforce.com, inc. (NYSE:CRM). 2,500 are owned by Cahill Fin Advisors Inc. Dupont Capital accumulated 73,016 shares. Tctc Limited Company reported 0.06% of its portfolio in salesforce.com, inc. (NYSE:CRM).

Since October 26, 2017, it had 4 insider purchases, and 145 insider sales for $88.15 million activity. Harris Parker also sold $215,250 worth of salesforce.com, inc. (NYSE:CRM) on Tuesday, March 6. 542 salesforce.com, inc. (NYSE:CRM) shares with value of $69,414 were sold by Conway Craig. On Monday, January 22 the insider Weaver Amy E sold $59,054. BLOCK KEITH sold $1.00M worth of salesforce.com, inc. (NYSE:CRM) on Thursday, October 26. Another trade for 940 shares valued at $105,957 was made by Martinez Maria on Friday, January 26. Hawkins Mark J sold $1.90M worth of salesforce.com, inc. (NYSE:CRM) on Friday, January 26.

Boston Family Office Llc, which manages about $1.02B and $910.91 million US Long portfolio, decreased its stake in American Express Co (NYSE:AXP) by 4,929 shares to 20,514 shares, valued at $2.04 million in 2017Q4, according to the filing. It also reduced its holding in Macquarie Infrastructure Corp (NYSE:MIC) by 7,011 shares in the quarter, leaving it with 10,770 shares, and cut its stake in Kinder Morgan (NYSE:KMI).

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