People's United Financial’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.86M | Sell |
8,772
-852
| -9% | -$183K | 0.05% | 232 |
|
|
2021
Q4 | $2.45M | Sell |
9,624
-1,325
| -12% | -$372K | 0.06% | 212 |
|
|
2021
Q3 | $2.97M | Buy |
10,949
+120
| +1% | +$30.5K | 0.07% | 201 |
|
|
2021
Q2 | $2.65M | Buy |
10,829
+65
| +0.6% | +$15K | 0.06% | 212 |
|
|
2021
Q1 | $2.28M | Buy |
10,764
+3,911
| +57% | +$871K | 0.05% | 223 |
|
|
2020
Q4 | $1.52M | Buy |
6,853
+284
| +4% | +$69.1K | 0.04% | 270 |
|
|
2020
Q3 | $1.65M | Sell |
6,569
-643
| -9% | -$141K | 0.05% | 234 |
|
|
2020
Q2 | $1.35M | Sell |
7,212
-643
| -8% | -$108K | 0.04% | 254 |
|
|
2020
Q1 | $1.13M | Sell |
7,855
-10,746
| -58% | -$1.84M | 0.04% | 249 |
|
|
2019
Q4 | $3.02M | Sell |
18,601
-12,265
| -40% | -$1.92M | 0.08% | 185 |
|
|
2019
Q3 | $4.58M | Buy |
30,866
+12,510
| +68% | +$1.9M | 0.13% | 144 |
|
|
2019
Q2 | $2.79M | Buy |
18,356
+171
| +0.9% | +$26.8K | 0.08% | 209 |
|
|
2019
Q1 | $2.88M | Sell |
18,185
-813
| -4% | -$126K | 0.09% | 195 |
|
|
2018
Q4 | $2.6M | Buy |
18,998
+12,094
| +175% | +$1.66M | 0.09% | 187 |
|
|
2018
Q3 | $1.1M | Buy |
6,904
+649
| +10% | +$96.3K | 0.03% | 342 |
|
|
2018
Q2 | $853K | Sell |
6,255
-1,125
| -15% | -$144K | 0.02% | 472 |
|
|
2018
Q1 | $858K | Buy |
7,380
+175
| +2% | +$20.1K | 0.03% | 398 |
|
|
2017
Q4 | $737K | Buy |
+7,205
| New | +$734K | 0.02% | 447 |
|
|
2017
Q3 | – | Sell |
-1,465
| Closed | -$127K | – | 610 |
|
|
2017
Q2 | $127K | Buy |
1,465
+550
| +60% | +$47.9K | ﹤0.01% | 648 |
|
|
2017
Q1 | $75K | Sell |
915
-300
| -25% | -$24K | ﹤0.01% | 688 |
|
|
2016
Q4 | $83K | Hold |
1,215
| – | – | ﹤0.01% | 653 |
|
|
2016
Q3 | $87K | Buy |
1,215
+150
| +14% | +$11.7K | ﹤0.01% | 495 |
|
|
2016
Q2 | $85K | Buy |
1,065
+340
| +47% | +$26.7K | ﹤0.01% | 495 |
|
|
2016
Q1 | $54K | Sell |
725
-100
| -12% | -$6.89K | ﹤0.01% | 553 |
|
|
2015
Q4 | $65K | Sell |
825
-300
| -27% | -$23.4K | ﹤0.01% | 548 |
|
|
2015
Q3 | $78K | Hold |
1,125
| – | – | ﹤0.01% | 511 |
|
|
2015
Q2 | $78K | Buy |
1,125
+575
| +105% | +$40.9K | ﹤0.01% | 519 |
|
|
2015
Q1 | $37K | Hold |
550
| – | – | ﹤0.01% | 585 |
|
|
2014
Q4 | $33K | Sell |
550
-75
| -12% | -$4.42K | ﹤0.01% | 593 |
|
|
2014
Q3 | $36K | Hold |
625
| – | – | ﹤0.01% | 582 |
|
|
2014
Q2 | $36K | Sell |
625
-855
| -58% | -$46.2K | ﹤0.01% | 583 |
|
|
2014
Q1 | $84K | Hold |
1,480
| – | – | 0.01% | 474 |
|
|
2013
Q4 | $82K | Buy |
1,480
+1,180
| +393% | +$63.1K | ﹤0.01% | 476 |
|
|
2013
Q3 | $16K | Hold |
300
| – | – | ﹤0.01% | 634 |
|
|
2013
Q2 | $11K | Buy |
+300
| New | +$12.4K | ﹤0.01% | 622 |
|
Other funds holding CRM
WA
People's United Financial's CRM Position: Q1 2022 in Review
People's United Financial reduced its Salesforce (CRM) stake by 8.9% in Q1 2022, selling an estimated $183K and leaving 8,772 shares worth $1.86M. The position accounts for 0.05% of the portfolio, ranked #232.
People's United Financial first reported a position in CRM in Q2 2013 and has held it in 35 quarters since. The position peaked at $4.58M in Q3 2019. 2,278 funds tracked by Wall St. Rank hold CRM as of Q1 2022.
- People's United Financial held 8,772 shares of Salesforce worth $1.86M as of Q1 2022.
- People's United Financial sold 852 Salesforce shares in Q1 2022, an estimated $183K.
- Salesforce made up 0.05% of People's United Financial's portfolio in Q1 2022, its #232 holding.
- People's United Financial first reported a position in Salesforce in Q2 2013 and has held it in 35 quarters since.
- People's United Financial's Salesforce position peaked at $4.58M in Q3 2019.
- 2,278 funds tracked by Wall St. Rank held Salesforce as of Q1 2022.
Based on People's United Financial's 13F filing for Q1 2022, filed 10 May 2022.