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AGF Investments Inc’s Salesforce CRM Stock Holding History

AGF Investments 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
2022
Q1 		– Sell
-3,587
Closed -$912K – 496
2021
Q4 		$912K Sell
3,587
-4,249
-54% -$1.19M 0.01% 438
2021
Q3 		$2.13M Sell
7,836
-189
-2% -$48K 0.02% 315
2021
Q2 		$1.96M Buy
8,025
+6,627
+474% +$1.53M 0.01% 333
2021
Q1 		$296K Sell
1,398
-2,468
-64% -$549K ﹤0.01% 549
2020
Q4 		$860K Sell
3,866
-424
-10% -$103K 0.01% 411
2020
Q3 		$1.08M Buy
4,290
+143
+3% +$31.3K 0.01% 360
2020
Q2 		$777K Buy
4,147
+3,221
+348% +$543K 0.01% 385
2020
Q1 		$133K Buy
+926
New +$159K ﹤0.01% 649
2016
Q4 		– Sell
-875,428
Closed -$62.4M – 478
2016
Q3 		$62.4M Sell
875,428
-208,192
-19% -$16.2M 0.7% 52
2016
Q2 		$86M Sell
1,083,620
-25,747
-2% -$2.02M 0.96% 22
2016
Q1 		$81.9M Buy
1,109,367
+68,507
+7% +$4.72M 0.99% 22
2015
Q4 		$81.6M Sell
1,040,860
-16,953
-2% -$1.32M 1% 24
2015
Q3 		$73.7M Buy
1,057,813
+7,896
+0.8% +$560K 0.93% 27
2015
Q2 		$73M Sell
1,049,917
-25,739
-2% -$1.83M 0.79% 38
2015
Q1 		$71.9M Buy
1,075,656
+242,993
+29% +$15.1M 0.78% 40
2014
Q4 		$49.4M Sell
832,663
-111,834
-12% -$6.59M 0.53% 72
2014
Q3 		$54.4M Buy
944,497
+7,044
+0.8% +$397K 0.57% 61
2014
Q2 		$54.5M Sell
937,453
-22,355
-2% -$1.21M 0.53% 61
2014
Q1 		$54.8M Buy
959,808
+49,300
+5% +$2.95M 0.56% 57
2013
Q4 		$50.3M Buy
910,508
+9,800
+1% +$524K 0.51% 65
2013
Q3 		$46.7M Buy
900,708
+18,300
+2% +$831K 0.53% 59
2013
Q2 		$33.7M Buy
+882,408
New +$36.4M 0.39% 89

Other funds holding CRM

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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

AGF Investments Inc's CRM Position: Q1 2022 in Review

AGF Investments Inc sold out of Salesforce (CRM) in Q1 2022, closing a stake of 3,587 shares — an estimated $912K sold.

AGF Investments Inc first reported a position in CRM in Q2 2013 and held it in 22 quarters. The position peaked at $86M in Q2 2016. 2,277 funds tracked by Wall St. Rank hold CRM as of Q1 2022.

  • AGF Investments Inc reported no remaining Salesforce position as of Q1 2022 after selling out during the quarter.
  • AGF Investments Inc sold 3,587 Salesforce shares in Q1 2022, an estimated $912K.
  • AGF Investments Inc first reported a position in Salesforce in Q2 2013 and held it in 22 quarters.
  • AGF Investments Inc's Salesforce position peaked at $86M in Q2 2016.
  • 2,277 funds tracked by Wall St. Rank held Salesforce as of Q1 2022.

Based on AGF Investments Inc's 13F filing for Q1 2022, filed 10 May 2022.