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Transaction Details

Company: Salesforce.com
Ticker:CRM
Yahoo Beta:1.69
Industry:Application software

Company Description:  Salesforce.com, Inc. provides on-line customer relationship management software. The company uses a cloud platform, which allows its clients greater flexibility in customizing their applications. The company operates worldwide.

Purchase Date:29 Oct 2009 Sale Date:28 Aug 2014
Purchase Price:$59.49 Sale Price:$59.95
  --Split Adjusted:$14.37  --Split Adjusted:$14.99
Shares Purchased:50 Shares Sold:200
  --Split Adjusted:200  --Split Adjusted:50
Transaction Fee:$72.23 Transaction Fee:$207.12
Price Range (6 Months Prior):    Price Range (6 Months After):    
High$63.49 High$0.00
Date21 Oct 2009 Date01 Feb 1996
Low$35.57 Low$0.00
Date07 Jul 2009 Date01 Feb 1996
S&P (Purchase Date):$1,062.92 S&P (Sale Date):$1,996.74

Purchase
Timing:  We bought near the six month high.
Reason:  A number of the portfolio managers have used Salesforce.com's CRM platform and report that it is substantially better than alternative products. The use of cloud computing allows sales people to use the system anywhere and allows IT support staff to customize the product.

Sale
Timing:  0
Reason:  We had concerns about Salesforce's software suite as well as its acquisition-driven growth strategy.

S&P Gain: 87.85 % Annualized Gain: 14.21%
Stock Gain: 317.19 % Annualized Gain: 35.12%

Dividends:$0.00
Net Holding Return ($): $8,836.65
Net Holding Return (%): 299.93 %