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University of Notre Dame du Lac’s Salesforce CRM Stock Holding History

University of Notre Dame du Lac’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
2021
Q4 		– Sell
-4,611
Closed -$1.25M – 5
2021
Q3 		$1.25M Sell
4,611
-361
-7% -$91.7K 3.96% 4
2021
Q2 		$1.22M Sell
4,972
-48,688
-91% -$11.2M 3.53% 7
2021
Q1 		$11.4M Sell
53,660
-39,780
-43% -$8.86M 3.06% 21
2020
Q4 		$20.8M Buy
93,440
+40,875
+78% +$9.94M 5.61% 3
2020
Q3 		$13.2M Buy
+52,565
New +$11.5M 4.15% 4
2020
Q2 		– Sell
-32,817
Closed -$4.72M – 39
2020
Q1 		$4.72M Buy
+32,817
New +$5.63M 1.46% 33

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

University of Notre Dame du Lac's CRM Position: Q4 2021 in Review

University of Notre Dame du Lac sold out of Salesforce (CRM) in Q4 2021, closing a stake of 4,611 shares — an estimated $1.25M sold.

University of Notre Dame du Lac first reported a position in CRM in Q1 2020 and held it in 6 quarters. The position peaked at $20.8M in Q4 2020. 2,352 funds tracked by Wall St. Rank hold CRM as of Q4 2021.

  • University of Notre Dame du Lac reported no remaining Salesforce position as of Q4 2021 after selling out during the quarter.
  • University of Notre Dame du Lac sold 4,611 Salesforce shares in Q4 2021, an estimated $1.25M.
  • University of Notre Dame du Lac first reported a position in Salesforce in Q1 2020 and held it in 6 quarters.
  • University of Notre Dame du Lac's Salesforce position peaked at $20.8M in Q4 2020.
  • 2,352 funds tracked by Wall St. Rank held Salesforce as of Q4 2021.

Based on University of Notre Dame du Lac's 13F filing for Q4 2021.