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Alpha Windward’s Salesforce CRM Stock Holding History

Alpha Windward’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
2020
Q4 		– Sell
-20
Closed -$5K – 79
2020
Q3 		$5K Buy
+20
New +$4.38K ﹤0.01% 378
2017
Q2 		– Sell
-1,052
Closed -$87K – 420
2017
Q1 		$87K Hold
1,052
– – 0.06% 297
2016
Q4 		$72K Sell
1,052
-129
-11% -$9.36K 0.05% 295
2016
Q3 		$84K Hold
1,181
– – 0.06% 293
2016
Q2 		$94K Buy
1,181
+234
+25% +$18.4K 0.07% 288
2016
Q1 		$70K Hold
947
– – 0.05% 290
2015
Q4 		$74K Sell
947
-224
-19% -$17.5K 0.05% 286
2015
Q3 		$81K Hold
1,171
– – 0.06% 293
2015
Q2 		$82K Sell
1,171
-97
-8% -$6.91K 0.06% 291
2015
Q1 		$85K Hold
1,268
– – 0.06% 295
2014
Q4 		$75K Sell
1,268
-44
-3% -$2.59K 0.05% 296
2014
Q3 		$75K Hold
1,312
– – 0.05% 287
2014
Q2 		$76K Sell
1,312
-8
-0.6% -$432 0.05% 282
2014
Q1 		$75K Hold
1,320
– – 0.05% 283
2013
Q4 		$73K Buy
+1,320
New +$70.6K 0.05% 287

Other funds holding CRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Alpha Windward's CRM Position: Q4 2020 in Review

Alpha Windward sold out of Salesforce (CRM) in Q4 2020, closing a stake of 20 shares — an estimated $5K sold.

Alpha Windward first reported a position in CRM in Q4 2013 and held it in 15 quarters. The position peaked at $94K in Q2 2016. 1,990 funds tracked by Wall St. Rank hold CRM as of Q4 2020.

  • Alpha Windward reported no remaining Salesforce position as of Q4 2020 after selling out during the quarter.
  • Alpha Windward sold 20 Salesforce shares in Q4 2020, an estimated $5K.
  • Alpha Windward first reported a position in Salesforce in Q4 2013 and held it in 15 quarters.
  • Alpha Windward's Salesforce position peaked at $94K in Q2 2016.
  • 1,990 funds tracked by Wall St. Rank held Salesforce as of Q4 2020.

Based on Alpha Windward's 13F filing for Q4 2020.