IBM Retirement Fund’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-14,921
| Closed | -$3.17M | – | 112 |
|
|
2022
Q1 | $3.17M | Sell |
14,921
-648
| -4% | -$139K | 0.45% | 39 |
|
|
2021
Q4 | $3.96M | Sell |
15,569
-10,754
| -41% | -$3.02M | 0.49% | 32 |
|
|
2021
Q3 | $7.14M | Buy |
26,323
+1,354
| +5% | +$344K | 0.56% | 25 |
|
|
2021
Q2 | $6.1M | Sell |
24,969
-4,902
| -16% | -$1.13M | 0.48% | 29 |
|
|
2021
Q1 | $6.33M | Sell |
29,871
-2,697
| -8% | -$600K | 0.45% | 37 |
|
|
2020
Q4 | $7.25M | Buy |
32,568
+3,019
| +10% | +$734K | 0.5% | 32 |
|
|
2020
Q3 | $7.43M | Buy |
29,549
+7,917
| +37% | +$1.73M | 0.64% | 23 |
|
|
2020
Q2 | $4.05M | Buy |
21,632
+405
| +2% | +$68.2K | 0.52% | 36 |
|
|
2020
Q1 | $3.06M | Buy |
21,227
+7,632
| +56% | +$1.31M | 0.56% | 38 |
|
|
2019
Q4 | $2.21M | Sell |
13,595
-364
| -3% | -$57.1K | 0.39% | 40 |
|
|
2019
Q3 | $2.07M | Buy |
13,959
+1,154
| +9% | +$175K | 0.39% | 44 |
|
|
2019
Q2 | $1.94M | Buy |
12,805
+295
| +2% | +$46.2K | 0.37% | 48 |
|
|
2019
Q1 | $1.98M | Buy |
12,510
+209
| +2% | +$32.4K | 0.39% | 47 |
|
|
2018
Q4 | $1.69M | Sell |
12,301
-629
| -5% | -$86.5K | 0.38% | 49 |
|
|
2018
Q3 | $2.06M | Sell |
12,930
-1,991
| -13% | -$295K | 0.47% | 47 |
|
|
2018
Q2 | $2.04M | Sell |
14,921
-1,580
| -10% | -$202K | 0.43% | 55 |
|
|
2018
Q1 | $1.92M | Sell |
16,501
-134
| -0.8% | -$15.4K | 0.35% | 65 |
|
|
2017
Q4 | $1.86M | Sell |
16,635
-215
| -1% | -$21.9K | 0.32% | 77 |
|
|
2017
Q3 | $1.73M | Buy |
16,850
+310
| +2% | +$28.5K | 0.32% | 82 |
|
|
2017
Q2 | $1.6M | Buy |
16,540
+9,395
| +131% | +$818K | 0.3% | 85 |
|
|
2017
Q1 | $786K | Sell |
7,145
-52,957
| -88% | -$4.23M | 0.22% | 93 |
|
|
2016
Q4 | $4.32M | Sell |
60,102
-274
| -0.5% | -$19.9K | 0.18% | 112 |
|
|
2016
Q3 | $4.31M | Sell |
60,376
-23,426
| -28% | -$1.83M | 0.22% | 94 |
|
|
2016
Q2 | $6.86M | Sell |
83,802
-1,358
| -2% | -$107K | 0.25% | 87 |
|
|
2016
Q1 | $6.46M | Sell |
85,160
-74,322
| -47% | -$5.12M | 0.24% | 92 |
|
|
2015
Q4 | $12.5M | Buy |
159,482
+114
| +0.1% | +$8.9K | 0.24% | 87 |
|
|
2015
Q3 | $11.3M | Sell |
159,368
-213
| -0.1% | -$15.1K | 0.24% | 90 |
|
|
2015
Q2 | $11.1M | Buy |
159,581
+8,148
| +5% | +$580K | 0.21% | 103 |
|
|
2015
Q1 | $10.1M | Sell |
151,433
-34
| -0% | -$2.11K | 0.19% | 114 |
|
|
2014
Q4 | $8.98M | Buy |
151,467
+117
| +0.1% | +$6.9K | 0.17% | 127 |
|
|
2014
Q3 | $8.72M | Sell |
151,350
-2,789
| -2% | -$157K | 0.17% | 125 |
|
|
2014
Q2 | $8.91M | Buy |
154,139
+2,066
| +1% | +$112K | 0.17% | 133 |
|
|
2014
Q1 | $8.67M | Sell |
152,073
-83,521
| -35% | -$4.99M | 0.17% | 126 |
|
|
2013
Q4 | $13M | Sell |
235,594
-8,985
| -4% | -$481K | 0.17% | 132 |
|
|
2013
Q3 | $12.7M | Sell |
244,579
-34,775
| -12% | -$1.58M | 0.17% | 126 |
|
|
2013
Q2 | $10.7M | Buy |
+279,354
| New | +$11.5M | 0.13% | 155 |
|
Other funds holding CRM
IBM Retirement Fund's CRM Position: Q2 2022 in Review
IBM Retirement Fund sold out of Salesforce (CRM) in Q2 2022, closing a stake of 14,921 shares — an estimated $3.17M sold.
IBM Retirement Fund first reported a position in CRM in Q2 2013 and held it in 36 quarters. The position peaked at $13M in Q4 2013. 2,136 funds tracked by Wall St. Rank hold CRM as of Q2 2022.
- IBM Retirement Fund reported no remaining Salesforce position as of Q2 2022 after selling out during the quarter.
- IBM Retirement Fund sold 14,921 Salesforce shares in Q2 2022, an estimated $3.17M.
- IBM Retirement Fund first reported a position in Salesforce in Q2 2013 and held it in 36 quarters.
- IBM Retirement Fund's Salesforce position peaked at $13M in Q4 2013.
- 2,136 funds tracked by Wall St. Rank held Salesforce as of Q2 2022.
Based on IBM Retirement Fund's 13F filing for Q2 2022, filed 20 Jul 2022.