Brookfield Corp’s Salesforce CRM Stock Holding History

Brookfield Corp’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
2023 Q3	–	Sell	-38,246	Closed	-$8.08M	–	207
2023 Q2	$8.08M	Sell	38,246 -15,062	-28%	-$3.07M	0.03%	190
2023 Q1	$10.6M	Buy	+53,308	New	+$9M	0.04%	161
2022 Q4	–	Sell	-15,931	Closed	-$2.29M	–	615
2022 Q3	$2.29M	Sell	15,931 -20,383	-56%	-$3.46M	0.01%	430
2022 Q2	$5.99M	Buy	36,314 +11,876	+49%	+$2.1M	0.03%	218
2022 Q1	$5.19M	Buy	24,438 +21,510	+735%	+$4.63M	0.02%	254
2021 Q4	$744K	Buy	+2,928	New	+$823K	﹤0.01%	501
2021 Q3	–	Sell	-5,820	Closed	-$1.42M	–	545
2021 Q2	$1.42M	Buy	5,820 +1,940	+50%	+$447K	0.01%	417
2021 Q1	$822K	Sell	3,880 -3,620	-48%	-$806K	﹤0.01%	387
2020 Q4	$1.67M	Sell	7,500 -9,500	-56%	-$2.31M	0.01%	310
2020 Q3	$4.27M	Sell	17,000 -33,000	-66%	-$7.22M	0.02%	158
2020 Q2	$9.37M	Buy	+50,000	New	+$8.42M	0.05%	105

Other funds holding CRM

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return