YU
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Yale University’s Salesforce CRM Stock Holding History

Yale University’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
2016
Q4 		– Sell
-85,259
Closed -$6.08M – 11
2016
Q3 		$6.08M Buy
+85,259
New +$6.65M 1.33% 3
2016
Q2 		– Sell
-45,542
Closed -$3.36M – 10
2016
Q1 		$3.36M Buy
+45,542
New +$3.14M 0.95% 3
2013
Q3 		– Sell
-9,092
Closed -$347K – 9
2013
Q2 		$347K Buy
+9,092
New +$375K 0.68% 6

Other funds holding CRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Yale University's CRM Position: Q4 2016 in Review

Yale University sold out of Salesforce (CRM) in Q4 2016, closing a stake of 85,259 shares — an estimated $6.08M sold.

Yale University first reported a position in CRM in Q2 2013 and held it in 3 quarters. The position peaked at $6.08M in Q3 2016. 814 funds tracked by Wall St. Rank hold CRM as of Q4 2016.

  • Yale University reported no remaining Salesforce position as of Q4 2016 after selling out during the quarter.
  • Yale University sold 85,259 Salesforce shares in Q4 2016, an estimated $6.08M.
  • Yale University first reported a position in Salesforce in Q2 2013 and held it in 3 quarters.
  • Yale University's Salesforce position peaked at $6.08M in Q3 2016.
  • 814 funds tracked by Wall St. Rank held Salesforce as of Q4 2016.

Based on Yale University's 13F filing for Q4 2016, filed 13 Feb 2017.