BPGAM
CRM icon

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
2022
Q2 		– Sell
-23,800
Closed -$5.05M – 121
2022
Q1 		$5.05M Buy
+23,800
New +$5.12M 0.67% 60

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
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.