BTG Pactual Global Asset Management’s Salesforce CRM Stock Holding History

BTG Pactual Global 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
2024 Q1	$1.23M	Buy	+4,097	New	+$1.18M	0.21%	95
2022 Q4	–	Sell	-2,073	Closed	-$303K	–	52
2022 Q3	$303K	Sell	2,073 -8,296	-80%	-$1.41M	0.08%	100
2022 Q2	$1.71M	Sell	10,369 -714	-6%	-$126K	0.32%	66
2022 Q1	$2.35M	Buy	+11,083	New	+$2.39M	0.31%	75
2014 Q4	–	Sell	-38,150	Closed	-$2.19M	–	175
2014 Q3	$2.19M	Buy	+38,150	New	+$2.15M	0.26%	80
2014 Q2	–	Sell	-45,000	Closed	-$2.57M	–	229
2014 Q1	$2.57M	Buy	+45,000	New	+$2.69M	0.57%	58
2013 Q4	–	Sell	-40,000	Closed	-$2.08M	–	125
2013 Q3	$2.08M	Buy	+40,000	New	+$1.82M	0.46%	42

Other funds holding CRM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

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

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

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

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

BTG Pactual Global Asset Management's CRM Position: Q1 2024 in Review

BTG Pactual Global Asset Management opened a new position in Salesforce (CRM) in Q1 2024: 4,097 shares worth $1.23M. The stake represents 0.21% of the portfolio and ranks #95 among its holdings. This is a return to the name: BTG Pactual Global Asset Management previously reported a position in CRM as recently as Q3 2022.

BTG Pactual Global Asset Management first reported a position in CRM in Q3 2013 and has held it in 7 quarters since. The position peaked at $2.57M in Q1 2014. 2,763 funds tracked by Wall St. Rank hold CRM as of Q1 2024.

BTG Pactual Global Asset Management held 4,097 shares of Salesforce worth $1.23M as of Q1 2024.
Salesforce was a new BTG Pactual Global Asset Management position in Q1 2024.
Salesforce made up 0.21% of BTG Pactual Global Asset Management's portfolio in Q1 2024, its #95 holding.
BTG Pactual Global Asset Management first reported a position in Salesforce in Q3 2013 and has held it in 7 quarters since.
BTG Pactual Global Asset Management's Salesforce position peaked at $2.57M in Q1 2014.
2,763 funds tracked by Wall St. Rank held Salesforce as of Q1 2024.

Based on BTG Pactual Global Asset Management's 13F filing for Q1 2024, filed 15 May 2024.