Bank Pictet & Cie (Asia)’s Salesforce CRM Stock Holding History

Bank Pictet & Cie (Asia)’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
2024 Q2	$1.32M	Sell	5,142 -3,630	-41%	-$971K	0.08%	39
2024 Q1	$2.64M	Buy	8,772 +1,122	+15%	+$324K	0.2%	27
2023 Q4	$2.01M	Buy	7,650 +1,120	+17%	+$253K	0.51%	31
2023 Q3	$1.32M	Sell	6,530 -325	-5%	-$70.2K	0.39%	50
2023 Q2	$1.45M	Sell	6,855 -212	-3%	-$43.3K	0.43%	40
2023 Q1	$1.41M	Buy	7,067 +2,762	+64%	+$467K	0.48%	40
2022 Q4	$571K	Buy	4,305 +312	+8%	+$45.5K	0.21%	78
2022 Q3	$574K	Hold	3,993	–	–	0.23%	75
2022 Q2	$659K	Buy	3,993 +368	+10%	+$65K	0.22%	74
2022 Q1	$770K	Hold	3,625	–	–	0.21%	75
2021 Q4	$921K	Buy	3,625 +1,260	+53%	+$354K	0.22%	76
2021 Q3	$641K	Buy	2,365 +1,430	+153%	+$363K	0.18%	79
2021 Q2	$228K	Buy	+935	New	+$215K	0.06%	88

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank Pictet & Cie (Asia)'s CRM Position: Q2 2024 in Review

Bank Pictet & Cie (Asia) reduced its Salesforce (CRM) stake by 41% in Q2 2024, selling an estimated $971K and leaving 5,142 shares worth $1.32M. The position accounts for 0.08% of the portfolio, ranked #39.

Bank Pictet & Cie (Asia) first reported a position in CRM in Q2 2021 and has held it in 13 quarters since. The position peaked at $2.64M in Q1 2024. 2,622 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

Bank Pictet & Cie (Asia) held 5,142 shares of Salesforce worth $1.32M as of Q2 2024.
Bank Pictet & Cie (Asia) sold 3,630 Salesforce shares in Q2 2024, an estimated $971K.
Salesforce made up 0.08% of Bank Pictet & Cie (Asia)'s portfolio in Q2 2024, its #39 holding.
Bank Pictet & Cie (Asia) first reported a position in Salesforce in Q2 2021 and has held it in 13 quarters since.
Bank Pictet & Cie (Asia)'s Salesforce position peaked at $2.64M in Q1 2024.
2,622 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on Bank Pictet & Cie (Asia)'s 13F filing for Q2 2024, filed 16 Jul 2024.