HMC
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Harvard Management Company’s Salesforce CRM Stock Holding History

Harvard Management Company’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
2021
Q2 		– Sell
-164,622
Closed -$34.9M – 40
2021
Q1 		$34.9M Sell
164,622
-762,919
-82% -$170M 1.95% 9
2020
Q4 		$206M Buy
+927,541
New +$226M 11.2% 2

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Harvard Management Company's CRM Position: Q2 2021 in Review

Harvard Management Company sold out of Salesforce (CRM) in Q2 2021, closing a stake of 164,622 shares — an estimated $34.9M sold.

Harvard Management Company first reported a position in CRM in Q4 2020 and held it in 2 quarters. The position peaked at $206M in Q4 2020. 2,066 funds tracked by Wall St. Rank hold CRM as of Q2 2021.

  • Harvard Management Company reported no remaining Salesforce position as of Q2 2021 after selling out during the quarter.
  • Harvard Management Company sold 164,622 Salesforce shares in Q2 2021, an estimated $34.9M.
  • Harvard Management Company first reported a position in Salesforce in Q4 2020 and held it in 2 quarters.
  • Harvard Management Company's Salesforce position peaked at $206M in Q4 2020.
  • 2,066 funds tracked by Wall St. Rank held Salesforce as of Q2 2021.

Based on Harvard Management Company's 13F filing for Q2 2021, filed 13 Aug 2021.