WA
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Winfield Associates’s Salesforce CRM Stock Holding History

Winfield Associates’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 		$2.12M Sell
9,967
-209
-2% -$45K 0.77% 35
2021
Q4 		$2.59M Buy
10,176
+350
+4% +$98.3K 0.86% 32
2021
Q3 		$2.67M Buy
9,826
+540
+6% +$137K 0.98% 29
2021
Q2 		$2.27M Sell
9,286
-1,225
-12% -$282K 0.84% 34
2021
Q1 		$2.23M Buy
10,511
+317
+3% +$70.6K 0.91% 34
2020
Q4 		$2.27M Buy
10,194
+664
+7% +$161K 0.96% 30
2020
Q3 		$2.4M Buy
9,530
+853
+10% +$187K 1.14% 25
2020
Q2 		$1.63M Sell
8,677
-775
-8% -$131K 0.83% 32
2020
Q1 		$1.36M Sell
9,452
-767
-8% -$132K 0.86% 36
2019
Q4 		$1.66M Buy
10,219
+174
+2% +$27.3K 0.77% 38
2019
Q3 		$1.49M Buy
10,045
+1,271
+14% +$193K 0.73% 40
2019
Q2 		$1.33M Buy
8,774
+300
+4% +$47K 0.69% 44
2019
Q1 		$1.34M Buy
+8,474
New +$1.31M 0.72% 44
2018
Q1 		– Sell
-189
Closed -$21K – 240
2017
Q4 		$21K Buy
189
+10
+6% +$1.02K 0.01% 294
2017
Q3 		$17K Buy
179
+5
+3% +$460 0.01% 322
2017
Q2 		$15K Buy
174
+44
+34% +$3.83K 0.01% 335
2017
Q1 		$11K Buy
130
+20
+18% +$1.6K 0.01% 376
2016
Q4 		$7K Sell
110
-60
-35% -$4.35K ﹤0.01% 394
2016
Q3 		$13K Sell
170
-40
-19% -$3.12K 0.01% 309
2016
Q2 		$17K Sell
210
-50
-19% -$3.92K 0.01% 261
2016
Q1 		$19K Sell
260
-540
-68% -$37.2K 0.01% 241
2015
Q4 		$63K Hold
800
– – 0.04% 145
2015
Q3 		$56K Hold
800
– – 0.04% 149
2015
Q2 		$56K Hold
800
– – 0.04% 156
2015
Q1 		$53K Buy
800
+100
+14% +$6.2K 0.04% 159
2014
Q4 		$42K Hold
700
– – 0.03% 168
2014
Q3 		$40K Hold
700
– – 0.03% 171
2014
Q2 		$40K Hold
700
– – 0.03% 180
2014
Q1 		$40K Hold
700
– – 0.03% 167
2013
Q4 		$39K Buy
+700
New +$37.4K 0.03% 172

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

Winfield Associates's CRM Position: Q1 2022 in Review

Winfield Associates reduced its Salesforce (CRM) stake by 2.1% in Q1 2022, selling an estimated $45K and leaving 9,967 shares worth $2.12M. The position accounts for 0.77% of the portfolio, ranked #35.

Winfield Associates first reported a position in CRM in Q4 2013 and has held it in 30 quarters since. The position peaked at $2.67M in Q3 2021. 2,277 funds tracked by Wall St. Rank hold CRM as of Q1 2022.

  • Winfield Associates held 9,967 shares of Salesforce worth $2.12M as of Q1 2022.
  • Winfield Associates sold 209 Salesforce shares in Q1 2022, an estimated $45K.
  • Salesforce made up 0.77% of Winfield Associates's portfolio in Q1 2022, its #35 holding.
  • Winfield Associates first reported a position in Salesforce in Q4 2013 and has held it in 30 quarters since.
  • Winfield Associates's Salesforce position peaked at $2.67M in Q3 2021.
  • 2,277 funds tracked by Wall St. Rank held Salesforce as of Q1 2022.

Based on Winfield Associates's 13F filing for Q1 2022, filed 5 Apr 2022.