Aperio Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $132M | Buy |
593,314
+10,974
| +2% | +$2.67M | 0.39% | 42 |
|
|
2020
Q3 | $146M | Buy |
582,340
+32,206
| +6% | +$7.05M | 0.49% | 38 |
|
|
2020
Q2 | $103M | Sell |
550,134
-16,893
| -3% | -$2.85M | 0.38% | 47 |
|
|
2020
Q1 | $81.6M | Buy |
567,027
+45,837
| +9% | +$7.86M | 0.36% | 51 |
|
|
2019
Q4 | $84.8M | Buy |
521,190
+26,567
| +5% | +$4.16M | 0.3% | 56 |
|
|
2019
Q3 | $73.4M | Buy |
494,623
+3,730
| +0.8% | +$567K | 0.29% | 61 |
|
|
2019
Q2 | $74.5M | Buy |
490,893
+1,543
| +0.3% | +$242K | 0.3% | 58 |
|
|
2019
Q1 | $77.5M | Buy |
489,350
+34,717
| +8% | +$5.38M | 0.33% | 58 |
|
|
2018
Q4 | $62.3M | Buy |
454,633
+23,416
| +5% | +$3.22M | 0.31% | 62 |
|
|
2018
Q3 | $68.6M | Buy |
431,217
+23,288
| +6% | +$3.46M | 0.3% | 61 |
|
|
2018
Q2 | $55.6M | Buy |
407,929
+37,872
| +10% | +$4.83M | 0.27% | 73 |
|
|
2018
Q1 | $43M | Buy |
370,057
+21,966
| +6% | +$2.52M | 0.21% | 100 |
|
|
2017
Q4 | $35.6M | Buy |
348,091
+23,199
| +7% | +$2.36M | 0.18% | 127 |
|
|
2017
Q3 | $30.4M | Buy |
324,892
+36,132
| +13% | +$3.32M | 0.17% | 132 |
|
|
2017
Q2 | $25M | Buy |
288,760
+30,430
| +12% | +$2.65M | 0.15% | 152 |
|
|
2017
Q1 | $21.3M | Buy |
258,330
+5,071
| +2% | +$405K | 0.15% | 163 |
|
|
2016
Q4 | $17.3M | Sell |
253,259
-6,126
| -2% | -$445K | 0.13% | 172 |
|
|
2016
Q3 | $18.5M | Sell |
259,385
-8,671
| -3% | -$676K | 0.13% | 177 |
|
|
2016
Q2 | $21.3M | Buy |
268,056
+30,845
| +13% | +$2.42M | 0.17% | 146 |
|
|
2016
Q1 | $17.5M | Buy |
237,211
+1,487
| +0.6% | +$102K | 0.15% | 159 |
|
|
2015
Q4 | $18.5M | Buy |
235,724
+27,092
| +13% | +$2.12M | 0.17% | 143 |
|
|
2015
Q3 | $14.5M | Buy |
208,632
+12,902
| +7% | +$915K | 0.15% | 164 |
|
|
2015
Q2 | $13.6M | Buy |
195,730
+20,688
| +12% | +$1.47M | 0.14% | 172 |
|
|
2015
Q1 | $11.7M | Buy |
175,042
+19,066
| +12% | +$1.18M | 0.13% | 187 |
|
|
2014
Q4 | $9.25M | Buy |
155,976
+13,778
| +10% | +$812K | 0.11% | 224 |
|
|
2014
Q3 | $8.18M | Buy |
142,198
+17,755
| +14% | +$1,000K | 0.11% | 222 |
|
|
2014
Q2 | $7.23M | Sell |
124,443
-2,747
| -2% | -$148K | 0.1% | 237 |
|
|
2014
Q1 | $7.26M | Buy |
+127,190
| New | +$7.6M | 0.1% | 250 |
|
|
2013
Q4 | – | Sell |
-100,633
| Closed | -$5.38M | – | 261 |
|
|
2013
Q3 | $5.22M | Buy |
100,633
+15,452
| +18% | +$701K | 0.1% | 257 |
|
|
2013
Q2 | $3.25M | Buy |
+85,181
| New | +$3.52M | 0.08% | 329 |
|
Other funds holding CRM
Aperio Group's CRM Position: Q4 2020 in Review
Aperio Group increased its Salesforce (CRM) stake by 1.9% in Q4 2020, buying an estimated $2.67M and bringing the position to 593,314 shares worth $132M. The position accounts for 0.39% of the portfolio, ranked #42.
Aperio Group first reported a position in CRM in Q2 2013 and has held it in 30 quarters since. The position peaked at $146M in Q3 2020. 1,991 funds tracked by Wall St. Rank hold CRM as of Q4 2020.
- Aperio Group held 593,314 shares of Salesforce worth $132M as of Q4 2020.
- Aperio Group bought 10,974 Salesforce shares in Q4 2020, an estimated $2.67M.
- Salesforce made up 0.39% of Aperio Group's portfolio in Q4 2020, its #42 holding.
- Aperio Group first reported a position in Salesforce in Q2 2013 and has held it in 30 quarters since.
- Aperio Group's Salesforce position peaked at $146M in Q3 2020.
- 1,991 funds tracked by Wall St. Rank held Salesforce as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.