World Asset Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $4.63M | Sell |
17,060
-871
| -5% | -$221K | 0.46% | 37 |
|
|
2021
Q2 | $4.38M | Sell |
17,931
-487
| -3% | -$112K | 0.4% | 47 |
|
|
2021
Q1 | $4.24M | Sell |
18,418
-1,350
| -7% | -$301K | 0.38% | 48 |
|
|
2020
Q4 | $4.4M | Sell |
19,768
-166
| -0.8% | -$40.4K | 0.42% | 46 |
|
|
2020
Q3 | $5.01M | Buy |
19,934
+263
| +1% | +$57.6K | 0.52% | 35 |
|
|
2020
Q2 | $3.69M | Sell |
19,671
-12,301
| -38% | -$2.07M | 0.41% | 50 |
|
|
2020
Q1 | $4.6M | Sell |
31,972
-26,310
| -45% | -$4.51M | 0.41% | 49 |
|
|
2019
Q4 | $9.48M | Buy |
58,282
+326
| +0.6% | +$51.1K | 0.44% | 44 |
|
|
2019
Q3 | $8.6M | Buy |
57,956
+6,813
| +13% | +$1.04M | 0.42% | 45 |
|
|
2019
Q2 | $7.76M | Buy |
51,143
+1,768
| +4% | +$277K | 0.38% | 50 |
|
|
2019
Q1 | $7.82M | Sell |
49,375
-106
| -0.2% | -$16.4K | 0.4% | 48 |
|
|
2018
Q4 | $6.78M | Sell |
49,481
-1,075
| -2% | -$148K | 0.42% | 47 |
|
|
2018
Q3 | $8.04M | Buy |
50,556
+2,717
| +6% | +$403K | 0.38% | 46 |
|
|
2018
Q2 | $6.53M | Buy |
47,839
+2,359
| +5% | +$301K | 0.32% | 56 |
|
|
2018
Q1 | $5.29M | Sell |
45,480
-15,286
| -25% | -$1.76M | 0.25% | 76 |
|
|
2017
Q4 | $6.21M | Sell |
60,766
-4,459
| -7% | -$454K | 0.21% | 90 |
|
|
2017
Q3 | $6.09M | Buy |
65,225
+751
| +1% | +$69.1K | 0.2% | 100 |
|
|
2017
Q2 | $5.58M | Sell |
64,474
-6,175
| -9% | -$538K | 0.19% | 108 |
|
|
2017
Q1 | $5.83M | Buy |
70,649
+13,039
| +23% | +$1.04M | 0.19% | 112 |
|
|
2016
Q4 | $3.94M | Sell |
57,610
-5,530
| -9% | -$401K | 0.15% | 156 |
|
|
2016
Q3 | $4.5M | Buy |
63,140
+1,851
| +3% | +$144K | 0.16% | 142 |
|
|
2016
Q2 | $4.87M | Buy |
61,289
+1,283
| +2% | +$101K | 0.19% | 120 |
|
|
2016
Q1 | $4.43M | Sell |
60,006
-6,956
| -10% | -$479K | 0.18% | 132 |
|
|
2015
Q4 | $5.25M | Buy |
66,962
+3,293
| +5% | +$257K | 0.2% | 103 |
|
|
2015
Q3 | $4.42M | Buy |
63,669
+1,925
| +3% | +$136K | 0.18% | 120 |
|
|
2015
Q2 | $4.3M | Sell |
61,744
-6,566
| -10% | -$467K | 0.17% | 132 |
|
|
2015
Q1 | $4.56M | Buy |
68,310
+1,484
| +2% | +$92K | 0.16% | 139 |
|
|
2014
Q4 | $3.96M | Sell |
66,826
-13,539
| -17% | -$798K | 0.14% | 166 |
|
|
2014
Q3 | $4.62M | Buy |
80,365
+5,545
| +7% | +$312K | 0.14% | 158 |
|
|
2014
Q2 | $4.35M | Buy |
74,820
+586
| +0.8% | +$31.7K | 0.13% | 179 |
|
|
2014
Q1 | $4.24M | Sell |
74,234
-9,215
| -11% | -$551K | 0.13% | 180 |
|
|
2013
Q4 | $4.61M | Sell |
83,449
-12,749
| -13% | -$682K | 0.13% | 194 |
|
|
2013
Q3 | $4.99M | Sell |
96,198
-10,708
| -10% | -$486K | 0.12% | 189 |
|
|
2013
Q2 | $4.08M | Buy |
+106,906
| New | +$4.41M | 0.09% | 248 |
|
Other funds holding CRM
WA
World Asset Management's CRM Position: Q3 2021 in Review
World Asset Management reduced its Salesforce (CRM) stake by 4.9% in Q3 2021, selling an estimated $221K and leaving 17,060 shares worth $4.63M. The position accounts for 0.46% of the portfolio, ranked #37.
World Asset Management first reported a position in CRM in Q2 2013 and has held it in 34 quarters since. The position peaked at $9.48M in Q4 2019. 2,179 funds tracked by Wall St. Rank hold CRM as of Q3 2021.
- World Asset Management held 17,060 shares of Salesforce worth $4.63M as of Q3 2021.
- World Asset Management sold 871 Salesforce shares in Q3 2021, an estimated $221K.
- Salesforce made up 0.46% of World Asset Management's portfolio in Q3 2021, its #37 holding.
- World Asset Management first reported a position in Salesforce in Q2 2013 and has held it in 34 quarters since.
- World Asset Management's Salesforce position peaked at $9.48M in Q4 2019.
- 2,179 funds tracked by Wall St. Rank held Salesforce as of Q3 2021.
Based on World Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.