AG
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AlphaSimPlex Group’s Salesforce CRM Stock Holding History

AlphaSimPlex Group’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
-3,756
Closed -$944K – 308
2020
Q3 		$944K Buy
3,756
+309
+9% +$67.6K 0.43% 78
2020
Q2 		$646K Sell
3,447
-362
-10% -$61K 0.48% 60
2020
Q1 		$548K Sell
3,809
-2,432
-39% -$417K 0.83% 33
2019
Q4 		$1.01M Hold
6,241
– – 0.38% 105
2019
Q3 		$926K Buy
+6,241
New +$948K 0.35% 124
2019
Q2 		– Sell
-8,149
Closed -$1.29M – 218
2019
Q1 		$1.29M Sell
8,149
-2,358
-22% -$365K 0.43% 100
2018
Q4 		$1.44M Sell
10,507
-2,179
-17% -$300K 1.3% 35
2018
Q3 		$2.02M Sell
12,686
-1,165
-8% -$173K 1% 17
2018
Q2 		$1.89M Buy
13,851
+679
+5% +$86.6K 0.94% 19
2018
Q1 		$1.53M Buy
+13,172
New +$1.51M 0.9% 21

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

AlphaSimPlex Group's CRM Position: Q4 2020 in Review

AlphaSimPlex Group sold out of Salesforce (CRM) in Q4 2020, closing a stake of 3,756 shares — an estimated $944K sold.

AlphaSimPlex Group first reported a position in CRM in Q1 2018 and held it in 10 quarters. The position peaked at $2.02M in Q3 2018. 1,990 funds tracked by Wall St. Rank hold CRM as of Q4 2020.

  • AlphaSimPlex Group reported no remaining Salesforce position as of Q4 2020 after selling out during the quarter.
  • AlphaSimPlex Group sold 3,756 Salesforce shares in Q4 2020, an estimated $944K.
  • AlphaSimPlex Group first reported a position in Salesforce in Q1 2018 and held it in 10 quarters.
  • AlphaSimPlex Group's Salesforce position peaked at $2.02M in Q3 2018.
  • 1,990 funds tracked by Wall St. Rank held Salesforce as of Q4 2020.

Based on AlphaSimPlex Group's 13F filing for Q4 2020, filed 12 Feb 2021.