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Cambridge Financial Group’s Salesforce CRM Stock Holding History

Cambridge Financial 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
2022
Q1 		$6.58M Sell
30,989
-1,375
-4% -$296K 2.95% 21
2021
Q4 		$8.22M Buy
32,364
+480
+2% +$135K 3.23% 20
2021
Q3 		$8.65M Sell
31,884
-225
-0.7% -$57.1K 3.8% 4
2021
Q2 		$7.84M Buy
32,109
+10
+0% +$2.31K 3.35% 12
2021
Q1 		$6.8M Buy
32,099
+5,830
+22% +$1.3M 3% 26
2020
Q4 		$5.85M Sell
26,269
-5,780
-18% -$1.41M 2.78% 27
2020
Q3 		$8.05M Sell
32,049
-2,865
-8% -$627K 4.23% 2
2020
Q2 		$6.54M Sell
34,914
-445
-1% -$75K 3.69% 12
2020
Q1 		$5.09M Buy
35,359
+575
+2% +$98.6K 3.43% 16
2019
Q4 		$5.66M Sell
34,784
-1,380
-4% -$216K 2.88% 25
2019
Q3 		$5.37M Sell
36,164
-1,065
-3% -$162K 2.92% 25
2019
Q2 		$5.65M Buy
37,229
+1,344
+4% +$211K 3.01% 24
2019
Q1 		$5.68M Buy
+35,885
New +$5.56M 3.08% 21

Other funds holding CRM

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Cambridge Financial Group's CRM Position: Q1 2022 in Review

Cambridge Financial Group reduced its Salesforce (CRM) stake by 4.2% in Q1 2022, selling an estimated $296K and leaving 30,989 shares worth $6.58M. The position accounts for 2.95% of the portfolio, ranked #21.

Cambridge Financial Group first reported a position in CRM in Q1 2019 and has held it in 13 quarters since. The position peaked at $8.65M in Q3 2021. 2,278 funds tracked by Wall St. Rank hold CRM as of Q1 2022.

  • Cambridge Financial Group held 30,989 shares of Salesforce worth $6.58M as of Q1 2022.
  • Cambridge Financial Group sold 1,375 Salesforce shares in Q1 2022, an estimated $296K.
  • Salesforce made up 2.95% of Cambridge Financial Group's portfolio in Q1 2022, its #21 holding.
  • Cambridge Financial Group first reported a position in Salesforce in Q1 2019 and has held it in 13 quarters since.
  • Cambridge Financial Group's Salesforce position peaked at $8.65M in Q3 2021.
  • 2,278 funds tracked by Wall St. Rank held Salesforce as of Q1 2022.

Based on Cambridge Financial Group's 13F filing for Q1 2022, filed 9 May 2022.