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BW Gestao de Investimentos’s Salesforce CRM Stock Holding History

BW Gestao de Investimentos’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
2021
Q2 		– Sell
-2,000
Closed -$424K – 51
2021
Q1 		$424K Buy
+2,000
New +$445K 0.12% 45
2020
Q1 		– Sell
-40,000
Closed -$6.51M – 42
2019
Q4 		$6.51M Buy
+40,000
New +$6.27M 1.7% 11
2018
Q3 		– Sell
-10,200
Closed -$1.39M – 102
2018
Q2 		$1.39M Sell
10,200
-19,800
-66% -$2.53M 0.32% 40
2018
Q1 		$3.49M Buy
30,000
+18,000
+150% +$2.07M 0.45% 20
2017
Q4 		$1.23M Hold
12,000
– – 0.18% 44
2017
Q3 		$1.12M Buy
+12,000
New +$1.1M 0.23% 29

Other funds holding CRM

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

BW Gestao de Investimentos's CRM Position: Q2 2021 in Review

BW Gestao de Investimentos sold out of Salesforce (CRM) in Q2 2021, closing a stake of 2,000 shares — an estimated $424K sold.

BW Gestao de Investimentos first reported a position in CRM in Q3 2017 and held it in 6 quarters. The position peaked at $6.51M in Q4 2019. 2,066 funds tracked by Wall St. Rank hold CRM as of Q2 2021.

  • BW Gestao de Investimentos reported no remaining Salesforce position as of Q2 2021 after selling out during the quarter.
  • BW Gestao de Investimentos sold 2,000 Salesforce shares in Q2 2021, an estimated $424K.
  • BW Gestao de Investimentos first reported a position in Salesforce in Q3 2017 and held it in 6 quarters.
  • BW Gestao de Investimentos's Salesforce position peaked at $6.51M in Q4 2019.
  • 2,066 funds tracked by Wall St. Rank held Salesforce as of Q2 2021.

Based on BW Gestao de Investimentos's 13F filing for Q2 2021, filed 26 Jul 2021.