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PFM Health Sciences’s Salesforce CRM Stock Holding History

PFM Health Sciences’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
2020
Q1 		– Sell
-63,398
Closed -$10.3M – 67
2019
Q4 		$10.3M Sell
63,398
-287,024
-82% -$45M 0.49% 48
2019
Q3 		$52M Sell
350,422
-248,337
-41% -$37.7M 1.54% 26
2019
Q2 		$90.8M Buy
598,759
+393,361
+192% +$61.6M 1.73% 16
2019
Q1 		$32.5M Sell
205,398
-396,301
-66% -$61.4M 0.72% 50
2018
Q4 		$82.4M Buy
601,699
+54,013
+10% +$7.43M 2.19% 12
2018
Q3 		$87.1M Sell
547,686
-176,545
-24% -$26.2M 1.28% 27
2018
Q2 		$98.8M Buy
724,231
+168,423
+30% +$21.5M 1.55% 14
2018
Q1 		$64.6M Sell
555,808
-266,272
-32% -$30.6M 1.31% 27
2017
Q4 		$84M Sell
822,080
-133,487
-14% -$13.6M 1.99% 14
2017
Q3 		$89.3M Buy
955,567
+506,867
+113% +$46.6M 1.75% 16
2017
Q2 		$38.9M Buy
+448,700
New +$39.1M 1.05% 34
2017
Q1 		– Sell
-920,244
Closed -$63M – 101
2016
Q4 		$63M Buy
920,244
+567,346
+161% +$41.2M 1.78% 20
2016
Q3 		$25.2M Buy
+352,898
New +$27.5M 0.74% 52
2016
Q2 		– Sell
-351,492
Closed -$26M – 84
2016
Q1 		$26M Buy
+351,492
New +$24.2M 0.8% 42
2014
Q2 		– Sell
-949,774
Closed -$54.2M – 67
2014
Q1 		$54.2M Sell
949,774
-814,823
-46% -$48.7M 0.98% 33
2013
Q4 		$97.4M Buy
1,764,597
+30,822
+2% +$1.65M 1.96% 20
2013
Q3 		$90M Buy
1,733,775
+1,100,286
+174% +$49.9M 2.17% 18
2013
Q2 		$24.2M Buy
+633,489
New +$26.1M 0.5% 45

Other funds holding CRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PFM Health Sciences's CRM Position: Q1 2020 in Review

PFM Health Sciences sold out of Salesforce (CRM) in Q1 2020, closing a stake of 63,398 shares — an estimated $10.3M sold.

PFM Health Sciences first reported a position in CRM in Q2 2013 and held it in 18 quarters. The position peaked at $98.8M in Q2 2018. 1,621 funds tracked by Wall St. Rank hold CRM as of Q1 2020.

  • PFM Health Sciences reported no remaining Salesforce position as of Q1 2020 after selling out during the quarter.
  • PFM Health Sciences sold 63,398 Salesforce shares in Q1 2020, an estimated $10.3M.
  • PFM Health Sciences first reported a position in Salesforce in Q2 2013 and held it in 18 quarters.
  • PFM Health Sciences's Salesforce position peaked at $98.8M in Q2 2018.
  • 1,621 funds tracked by Wall St. Rank held Salesforce as of Q1 2020.

Based on PFM Health Sciences's 13F filing for Q1 2020, filed 15 May 2020.