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Covea Finance’s Salesforce CRM Stock Holding History

Covea Finance’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
Q1 		– Sell
-73,706
Closed -$9.77M – 117
2022
Q4 		$9.77M Sell
73,706
-107,455
-59% -$15.7M 0.49% 67
2022
Q3 		$26.1M Hold
181,161
– – 1.37% 29
2022
Q2 		$29.9M Sell
181,161
-23,837
-12% -$4.21M 4.19% 8
2022
Q1 		$43.5M Buy
204,998
+8,100
+4% +$1.74M 4.77% 5
2021
Q4 		$50M Buy
+196,898
New +$55.3M 4.38% 9

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Covea Finance's CRM Position: Q1 2023 in Review

Covea Finance sold out of Salesforce (CRM) in Q1 2023, closing a stake of 73,706 shares — an estimated $9.77M sold.

Covea Finance first reported a position in CRM in Q4 2021 and held it in 5 quarters. The position peaked at $50M in Q4 2021. 2,175 funds tracked by Wall St. Rank hold CRM as of Q1 2023.

  • Covea Finance reported no remaining Salesforce position as of Q1 2023 after selling out during the quarter.
  • Covea Finance sold 73,706 Salesforce shares in Q1 2023, an estimated $9.77M.
  • Covea Finance first reported a position in Salesforce in Q4 2021 and held it in 5 quarters.
  • Covea Finance's Salesforce position peaked at $50M in Q4 2021.
  • 2,175 funds tracked by Wall St. Rank held Salesforce as of Q1 2023.

Based on Covea Finance's 13F filing for Q1 2023, filed 17 Apr 2023.