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Border to Coast Pensions Partnership’s Salesforce CRM Stock Holding History

Border to Coast Pensions Partnership’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 		– Sell
-116,971
Closed -$16.8M – 89
2022
Q3 		$16.8M Hold
116,971
– – 0.54% 67
2022
Q2 		$19.4M Buy
116,971
+15,403
+15% +$2.72M 0.6% 66
2022
Q1 		$21.5M Buy
101,568
+121
+0.1% +$26K 0.61% 62
2021
Q4 		$25.8M Hold
101,447
– – 0.87% 45
2021
Q3 		$25.6M Hold
101,447
– – 0.87% 45
2021
Q2 		$24.9M Buy
+101,447
New +$23.4M 0.87% 39

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

Border to Coast Pensions Partnership's CRM Position: Q4 2022 in Review

Border to Coast Pensions Partnership sold out of Salesforce (CRM) in Q4 2022, closing a stake of 116,971 shares — an estimated $16.8M sold.

Border to Coast Pensions Partnership first reported a position in CRM in Q2 2021 and held it in 6 quarters. The position peaked at $25.8M in Q4 2021. 2,023 funds tracked by Wall St. Rank hold CRM as of Q4 2022.

  • Border to Coast Pensions Partnership reported no remaining Salesforce position as of Q4 2022 after selling out during the quarter.
  • Border to Coast Pensions Partnership sold 116,971 Salesforce shares in Q4 2022, an estimated $16.8M.
  • Border to Coast Pensions Partnership first reported a position in Salesforce in Q2 2021 and held it in 6 quarters.
  • Border to Coast Pensions Partnership's Salesforce position peaked at $25.8M in Q4 2021.
  • 2,023 funds tracked by Wall St. Rank held Salesforce as of Q4 2022.

Based on Border to Coast Pensions Partnership's 13F filing for Q4 2022, filed 8 Feb 2023.