GKFF
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George Kaiser Family Foundation’s Salesforce CRM Stock Holding History

George Kaiser Family Foundation’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
2023
Q1 		– Sell
-9,518
Closed -$1.26M – 47
2022
Q4 		$1.26M Buy
9,518
+2,119
+29% +$309K 0.19% 40
2022
Q3 		$1.06M Buy
7,399
+2,174
+42% +$369K 0.19% 39
2022
Q2 		$862K Buy
+5,225
New +$923K 0.15% 47

Other funds holding CRM

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

George Kaiser Family Foundation's CRM Position: Q1 2023 in Review

George Kaiser Family Foundation sold out of Salesforce (CRM) in Q1 2023, closing a stake of 9,518 shares — an estimated $1.26M sold.

George Kaiser Family Foundation first reported a position in CRM in Q2 2022 and held it in 3 quarters. The position peaked at $1.26M in Q4 2022. 2,176 funds tracked by Wall St. Rank hold CRM as of Q1 2023.

  • George Kaiser Family Foundation reported no remaining Salesforce position as of Q1 2023 after selling out during the quarter.
  • George Kaiser Family Foundation sold 9,518 Salesforce shares in Q1 2023, an estimated $1.26M.
  • George Kaiser Family Foundation first reported a position in Salesforce in Q2 2022 and held it in 3 quarters.
  • George Kaiser Family Foundation's Salesforce position peaked at $1.26M in Q4 2022.
  • 2,176 funds tracked by Wall St. Rank held Salesforce as of Q1 2023.

Based on George Kaiser Family Foundation's 13F filing for Q1 2023, filed 10 May 2023.