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AGF Investments LLC’s Salesforce CRM Stock Holding History

AGF Investments LLC’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
-1,468
Closed -$373K – 450
2021
Q4 		$373K Sell
1,468
-2,063
-58% -$580K 0.03% 266
2021
Q3 		$958K Buy
+3,531
New +$897K 0.09% 36
2017
Q4 		– Sell
-460
Closed -$44K – 761
2017
Q3 		$44K Sell
460
-50
-10% -$4.6K 0.01% 262
2017
Q2 		$44K Buy
510
+86
+20% +$7.49K 0.01% 324
2017
Q1 		$35K Buy
+424
New +$33.9K 0.01% 332

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

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

AGF Investments LLC sold out of Salesforce (CRM) in Q1 2022, closing a stake of 1,468 shares — an estimated $373K sold.

AGF Investments LLC first reported a position in CRM in Q1 2017 and held it in 5 quarters. The position peaked at $958K in Q3 2021. 2,277 funds tracked by Wall St. Rank hold CRM as of Q1 2022.

  • AGF Investments LLC reported no remaining Salesforce position as of Q1 2022 after selling out during the quarter.
  • AGF Investments LLC sold 1,468 Salesforce shares in Q1 2022, an estimated $373K.
  • AGF Investments LLC first reported a position in Salesforce in Q1 2017 and held it in 5 quarters.
  • AGF Investments LLC's Salesforce position peaked at $958K in Q3 2021.
  • 2,277 funds tracked by Wall St. Rank held Salesforce as of Q1 2022.

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