Sun Life Financial’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 | – | Sell |
-554
| Closed | -$117K | – | 172 |
|
|
2021
Q1 | $117K | Buy |
554
+12
| +2% | +$2.67K | 0.01% | 137 |
|
|
2020
Q4 | $121K | Sell |
542
-9
| -2% | -$2.19K | 0.02% | 131 |
|
|
2020
Q3 | $138K | Buy |
551
+22
| +4% | +$4.82K | 0.02% | 126 |
|
|
2020
Q2 | $99K | Buy |
529
+2
| +0.4% | +$337 | 0.02% | 127 |
|
|
2020
Q1 | $76K | Buy |
527
+11
| +2% | +$1.89K | 0.02% | 119 |
|
|
2019
Q4 | $84K | Sell |
516
-204
| -28% | -$32K | 0.02% | 124 |
|
|
2019
Q3 | $107K | Buy |
720
+100
| +16% | +$15.2K | 0.03% | 230 |
|
|
2019
Q2 | $94K | Sell |
620
-689
| -53% | -$108K | 0.02% | 241 |
|
|
2019
Q1 | $207K | Sell |
1,309
-777
| -37% | -$120K | 0.05% | 194 |
|
|
2018
Q4 | $286K | Buy |
2,086
+1
| +0% | +$138 | 0.06% | 155 |
|
|
2018
Q3 | $332K | Buy |
2,085
+169
| +9% | +$25.1K | 0.06% | 170 |
|
|
2018
Q2 | $261K | Buy |
1,916
+1,552
| +426% | +$198K | 0.04% | 191 |
|
|
2018
Q1 | $3.13K | Sell |
364
-1,140
| -76% | -$131K | 0.03% | 172 |
|
|
2017
Q4 | $154K | Sell |
1,504
-3,528
| -70% | -$360K | 0.02% | 163 |
|
|
2017
Q3 | $470K | Buy |
5,032
+148
| +3% | +$13.6K | 0.05% | 147 |
|
|
2017
Q2 | $423K | Buy |
4,884
+4,855
| +16,741% | +$423K | 0.05% | 138 |
|
|
2017
Q1 | $354 | Buy |
29
+6
| +26% | +$479 | ﹤0.01% | 203 |
|
|
2016
Q4 | $343 | Sell |
23
-5,159
| -100% | -$374K | ﹤0.01% | 153 |
|
|
2016
Q3 | $370K | Sell |
5,182
-7,573
| -59% | -$591K | 0.05% | 41 |
|
|
2016
Q2 | $1.01M | Sell |
12,755
-7,907
| -38% | -$621K | 0.12% | 48 |
|
|
2016
Q1 | $1.52K | Sell |
20,662
-7,509
| -27% | -$517K | ﹤0.01% | 89 |
|
|
2015
Q4 | $2.21M | Sell |
28,171
-9,126
| -24% | -$713K | 0.3% | 32 |
|
|
2015
Q3 | $2.59M | Sell |
37,297
-20,578
| -36% | -$1.46M | 0.55% | 22 |
|
|
2015
Q2 | $4.03M | Hold |
57,875
| – | – | 0.43% | 28 |
|
|
2015
Q1 | $3.87M | Sell |
57,875
-12,583
| -18% | -$780K | 0.4% | 28 |
|
|
2014
Q4 | $4.18M | Sell |
70,458
-9,883
| -12% | -$583K | 0.44% | 27 |
|
|
2014
Q3 | $4.62M | Sell |
80,341
-14,602
| -15% | -$822K | 0.49% | 27 |
|
|
2014
Q2 | $5.51M | Sell |
94,943
-9,510
| -9% | -$514K | 0.57% | 26 |
|
|
2014
Q1 | $5.96M | Sell |
104,453
-31,834
| -23% | -$1.9M | 0.6% | 29 |
|
|
2013
Q4 | $7.52M | Sell |
136,287
-42,046
| -24% | -$2.25M | 0.67% | 32 |
|
|
2013
Q3 | $9.26M | Sell |
178,333
-10,126
| -5% | -$460K | 0.83% | 27 |
|
|
2013
Q2 | $7.2M | Buy |
+188,459
| New | +$7.78M | 0.61% | 43 |
|
Other funds holding CRM
WA
Sun Life Financial's CRM Position: Q2 2021 in Review
Sun Life Financial sold out of Salesforce (CRM) in Q2 2021, closing a stake of 554 shares — an estimated $117K sold.
Sun Life Financial first reported a position in CRM in Q2 2013 and held it in 32 quarters. The position peaked at $9.26M in Q3 2013. 2,066 funds tracked by Wall St. Rank hold CRM as of Q2 2021.
- Sun Life Financial reported no remaining Salesforce position as of Q2 2021 after selling out during the quarter.
- Sun Life Financial sold 554 Salesforce shares in Q2 2021, an estimated $117K.
- Sun Life Financial first reported a position in Salesforce in Q2 2013 and held it in 32 quarters.
- Sun Life Financial's Salesforce position peaked at $9.26M in Q3 2013.
- 2,066 funds tracked by Wall St. Rank held Salesforce as of Q2 2021.
Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.