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Autus Asset Management’s Salesforce CRM Stock Holding History

Autus Asset Management’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
Q4 		$3.88M Sell
29,250
-3,142
-10% -$458K 0.7% 55
2022
Q3 		$4.66M Sell
32,392
-216
-0.7% -$36.6K 0.89% 47
2022
Q2 		$5.38M Buy
32,608
+1,288
+4% +$228K 0.96% 44
2022
Q1 		$6.65M Sell
31,320
-5,990
-16% -$1.29M 1% 41
2021
Q4 		$9.48M Buy
37,310
+380
+1% +$107K 0.95% 43
2021
Q3 		$10M Buy
36,930
+673
+2% +$171K 1.1% 40
2021
Q2 		$8.86M Sell
36,257
-377
-1% -$86.9K 0.97% 42
2021
Q1 		$7.76M Buy
36,634
+3,936
+12% +$876K 0.91% 45
2020
Q4 		$7.28M Sell
32,698
-2,329
-7% -$566K 0.94% 42
2020
Q3 		$8.8M Buy
35,027
+1,116
+3% +$244K 1.17% 34
2020
Q2 		$6.35M Buy
33,911
+1,152
+4% +$194K 0.93% 45
2020
Q1 		$4.72M Buy
32,759
+4,102
+14% +$703K 0.83% 47
2019
Q4 		$4.66M Buy
28,657
+1,718
+6% +$269K 0.68% 51
2019
Q3 		$4M Buy
26,939
+1,058
+4% +$161K 0.63% 52
2019
Q2 		$3.93M Buy
25,881
+6,763
+35% +$1.06M 0.62% 55
2019
Q1 		$3.03M Buy
+19,118
New +$2.96M 0.5% 61

Other funds holding CRM

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Autus Asset Management's CRM Position: Q4 2022 in Review

Autus Asset Management reduced its Salesforce (CRM) stake by 9.7% in Q4 2022, selling an estimated $458K and leaving 29,250 shares worth $3.88M. The position accounts for 0.7% of the portfolio, ranked #55.

Autus Asset Management first reported a position in CRM in Q1 2019 and has held it in 16 quarters since. The position peaked at $10M in Q3 2021. 2,023 funds tracked by Wall St. Rank hold CRM as of Q4 2022.

  • Autus Asset Management held 29,250 shares of Salesforce worth $3.88M as of Q4 2022.
  • Autus Asset Management sold 3,142 Salesforce shares in Q4 2022, an estimated $458K.
  • Salesforce made up 0.7% of Autus Asset Management's portfolio in Q4 2022, its #55 holding.
  • Autus Asset Management first reported a position in Salesforce in Q1 2019 and has held it in 16 quarters since.
  • Autus Asset Management's Salesforce position peaked at $10M in Q3 2021.
  • 2,023 funds tracked by Wall St. Rank held Salesforce as of Q4 2022.

Based on Autus Asset Management's 13F filing for Q4 2022, filed 24 Jan 2023.