SG
CRM icon

Swarthmore Group’s Salesforce CRM Stock Holding History

Swarthmore Group’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
2022
Q1 		– Sell
-12,326
Closed -$3.13M – 61
2021
Q4 		$3.13M Sell
12,326
-20,654
-63% -$5.8M 0.74% 45
2021
Q3 		$8.06M Hold
32,980
– – 2.08% 22
2021
Q2 		$8.06M Sell
32,980
-8,414
-20% -$1.94M 2.08% 22
2021
Q1 		$8.77M Buy
41,394
+37,930
+1,095% +$8.44M 2.4% 19
2020
Q4 		$771K Sell
3,464
-38,420
-92% -$9.34M 2.95% 13
2020
Q3 		$10.5M Sell
41,884
-1,571
-4% -$344K 3.31% 7
2020
Q2 		$8.14M Buy
43,455
+39,980
+1,151% +$6.74M 2.78% 10
2020
Q1 		$500K Sell
3,475
-42,175
-92% -$7.23M 2.65% 17
2019
Q4 		$7.42M Sell
45,650
-1,850
-4% -$290K 1.72% 23
2019
Q3 		$7.05M Sell
47,500
-225
-0.5% -$34.2K 1.74% 21
2019
Q2 		$7.24M Buy
47,725
+42,425
+800% +$6.65M 1.78% 21
2019
Q1 		$839K Sell
5,300
-56,300
-91% -$8.73M 3.6% 11
2018
Q4 		$8.44M Hold
61,600
– – 2.2% 13
2018
Q3 		$9.8M Sell
61,600
-450
-0.7% -$66.8K 2.2% 14
2018
Q2 		$8.46M Buy
+62,050
New +$7.92M 2.04% 18

Other funds holding CRM

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Swarthmore Group's CRM Position: Q1 2022 in Review

Swarthmore Group sold out of Salesforce (CRM) in Q1 2022, closing a stake of 12,326 shares — an estimated $3.13M sold.

Swarthmore Group first reported a position in CRM in Q2 2018 and held it in 15 quarters. The position peaked at $10.5M in Q3 2020. 2,278 funds tracked by Wall St. Rank hold CRM as of Q1 2022.

  • Swarthmore Group reported no remaining Salesforce position as of Q1 2022 after selling out during the quarter.
  • Swarthmore Group sold 12,326 Salesforce shares in Q1 2022, an estimated $3.13M.
  • Swarthmore Group first reported a position in Salesforce in Q2 2018 and held it in 15 quarters.
  • Swarthmore Group's Salesforce position peaked at $10.5M in Q3 2020.
  • 2,278 funds tracked by Wall St. Rank held Salesforce as of Q1 2022.

Based on Swarthmore Group's 13F filing for Q1 2022, filed 11 Apr 2022.