WI
CRM icon

Wafra Inc’s Salesforce CRM Stock Holding History

Wafra Inc’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
Q1 		– Sell
-4,761
Closed -$1.06M – 61
2020
Q4 		$1.06M Buy
+4,761
New +$1.16M 0.05% 61
2020
Q1 		– Sell
-160,967
Closed -$26.2M – 66
2019
Q4 		$26.2M Buy
160,967
+35,007
+28% +$5.49M 1.61% 29
2019
Q3 		$18.7M Buy
125,960
+16,076
+15% +$2.44M 0.62% 31
2019
Q2 		$16.7M Buy
109,884
+82,182
+297% +$12.9M 0.56% 33
2019
Q1 		$4.39M Buy
+27,702
New +$4.29M 0.15% 66
2016
Q4 		– Sell
-221,778
Closed -$15.8M – 86
2016
Q3 		$15.8M Hold
221,778
– – 1.18% 26
2016
Q2 		$17.6M Sell
221,778
-10,691
-5% -$839K 2.15% 16
2016
Q1 		$17.2M Sell
232,469
-51,189
-18% -$3.53M 1.95% 21
2015
Q4 		$22.2M Buy
283,658
+4,337
+2% +$339K 2.58% 11
2015
Q3 		$19.4M Sell
279,321
-4,994
-2% -$354K 2.38% 15
2015
Q2 		$19.8M Buy
284,315
+86,515
+44% +$6.16M 2.15% 16
2015
Q1 		$13.2M Buy
197,800
+12,550
+7% +$778K 1.39% 36
2014
Q4 		$11M Buy
185,250
+167,050
+918% +$9.85M 1.13% 42
2014
Q3 		$1.05M Buy
+18,200
New +$1.03M 0.12% 54

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wafra Inc's CRM Position: Q1 2021 in Review

Wafra Inc sold out of Salesforce (CRM) in Q1 2021, closing a stake of 4,761 shares — an estimated $1.06M sold.

Wafra Inc first reported a position in CRM in Q3 2014 and held it in 14 quarters. The position peaked at $26.2M in Q4 2019. 1,984 funds tracked by Wall St. Rank hold CRM as of Q1 2021.

  • Wafra Inc reported no remaining Salesforce position as of Q1 2021 after selling out during the quarter.
  • Wafra Inc sold 4,761 Salesforce shares in Q1 2021, an estimated $1.06M.
  • Wafra Inc first reported a position in Salesforce in Q3 2014 and held it in 14 quarters.
  • Wafra Inc's Salesforce position peaked at $26.2M in Q4 2019.
  • 1,984 funds tracked by Wall St. Rank held Salesforce as of Q1 2021.

Based on Wafra Inc's 13F filing for Q1 2021, filed 17 May 2021.