QS Investors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $4.26M | Sell |
17,440
-182
| -1% | -$41.9K | 0.05% | 256 |
|
|
2021
Q1 | $3.73M | Sell |
17,622
-28,590
| -62% | -$6.36M | 0.04% | 288 |
|
|
2020
Q4 | $10.3M | Buy |
46,212
+836
| +2% | +$203K | 0.12% | 132 |
|
|
2020
Q3 | $11.4M | Sell |
45,376
-31,707
| -41% | -$6.94M | 0.15% | 117 |
|
|
2020
Q2 | $14.4M | Sell |
77,083
-7,341
| -9% | -$1.24M | 0.2% | 85 |
|
|
2020
Q1 | $12.2M | Buy |
84,424
+17,557
| +26% | +$3.01M | 0.19% | 94 |
|
|
2019
Q4 | $11.2M | Buy |
66,867
+167
| +0.3% | +$26.2K | 0.11% | 137 |
|
|
2019
Q3 | $9.9M | Buy |
66,700
+47,906
| +255% | +$7.28M | 0.11% | 143 |
|
|
2019
Q2 | $2.85M | Sell |
18,794
-1,400
| -7% | -$219K | 0.03% | 460 |
|
|
2019
Q1 | $3.2M | Sell |
20,194
-131
| -0.6% | -$20.3K | 0.04% | 408 |
|
|
2018
Q4 | $2.78M | Sell |
20,325
-206
| -1% | -$28.3K | 0.04% | 400 |
|
|
2018
Q3 | $3.27M | Buy |
20,531
+99
| +0.5% | +$14.7K | 0.03% | 436 |
|
|
2018
Q2 | $2.79M | Sell |
20,432
-41
| -0.2% | -$5.23K | 0.03% | 491 |
|
|
2018
Q1 | $2.38M | Hold |
20,473
| – | – | 0.02% | 522 |
|
|
2017
Q4 | $2.09M | Buy |
20,473
+322
| +2% | +$32.8K | 0.02% | 595 |
|
|
2017
Q3 | $1.88M | Sell |
20,151
-200
| -1% | -$18.4K | 0.02% | 630 |
|
|
2017
Q2 | $1.76M | Sell |
20,351
-44,839
| -69% | -$3.9M | 0.02% | 623 |
|
|
2017
Q1 | $5.38M | Sell |
65,190
-15,650
| -19% | -$1.25M | 0.05% | 267 |
|
|
2016
Q4 | $5.53M | Sell |
80,840
-435
| -0.5% | -$31.6K | 0.05% | 314 |
|
|
2016
Q3 | $5.8M | Sell |
81,275
-77,497
| -49% | -$6.04M | 0.05% | 331 |
|
|
2016
Q2 | $12.6M | Buy |
158,772
+114,812
| +261% | +$9.01M | 0.11% | 172 |
|
|
2016
Q1 | $3.25M | Sell |
43,960
-2,800
| -6% | -$193K | 0.03% | 517 |
|
|
2015
Q4 | $3.67M | Buy |
46,760
+29,313
| +168% | +$2.29M | 0.04% | 492 |
|
|
2015
Q3 | $1.21M | Buy |
17,447
+7,429
| +74% | +$527K | 0.01% | 732 |
|
|
2015
Q2 | $698K | Hold |
10,018
| – | – | 0.01% | 818 |
|
|
2015
Q1 | $669K | Hold |
10,018
| – | – | 0.01% | 817 |
|
|
2014
Q4 | $595K | Sell |
10,018
-4,400
| -31% | -$259K | 0.01% | 830 |
|
|
2014
Q3 | $829K | Sell |
14,418
-2,200
| -13% | -$124K | 0.02% | 385 |
|
|
2014
Q2 | $965K | Buy |
16,618
+7,918
| +91% | +$428K | 0.03% | 390 |
|
|
2014
Q1 | $496K | Hold |
8,700
| – | – | 0.01% | 452 |
|
|
2013
Q4 | $480K | Buy |
8,700
+4,300
| +98% | +$230K | 0.02% | 433 |
|
|
2013
Q3 | $228K | Buy |
+4,400
| New | +$200K | 0.01% | 561 |
|
Other funds holding CRM
WA
QS Investors's CRM Position: Q2 2021 in Review
QS Investors reduced its Salesforce (CRM) stake by 1% in Q2 2021, selling an estimated $41.9K and leaving 17,440 shares worth $4.26M. The position accounts for 0.05% of the portfolio, ranked #256.
QS Investors first reported a position in CRM in Q3 2013 and has held it in 32 quarters since. The position peaked at $14.4M in Q2 2020. 2,066 funds tracked by Wall St. Rank hold CRM as of Q2 2021.
- QS Investors held 17,440 shares of Salesforce worth $4.26M as of Q2 2021.
- QS Investors sold 182 Salesforce shares in Q2 2021, an estimated $41.9K.
- Salesforce made up 0.05% of QS Investors's portfolio in Q2 2021, its #256 holding.
- QS Investors first reported a position in Salesforce in Q3 2013 and has held it in 32 quarters since.
- QS Investors's Salesforce position peaked at $14.4M in Q2 2020.
- 2,066 funds tracked by Wall St. Rank held Salesforce as of Q2 2021.
Based on QS Investors's 13F filing for Q2 2021, filed 13 Aug 2021.