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Credit Suisse’s Salesforce CRM Stock Holding History

Credit Suisse’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
Q1 		– Sell
-380,667
Closed -$96.7M – 3731
2021
Q4 		$96.7M Sell
380,667
-40,850
-10% -$11.5M 0.05% 372
2021
Q3 		$114M Sell
421,517
-92,883
-18% -$23.6M 0.06% 321
2021
Q2 		$126M Sell
514,400
-383,000
-43% -$88.3M 0.07% 305
2021
Q1 		$190M Buy
897,400
+147,700
+20% +$32.9M 0.1% 225
2020
Q4 		$167M Buy
749,700
+156,800
+26% +$38.1M 0.08% 254
2020
Q3 		$149M Buy
592,900
+336,700
+131% +$73.7M 0.09% 235
2020
Q2 		$48M Sell
256,200
-16,000
-6% -$2.7M 0.03% 555
2020
Q1 		$39.2M Buy
272,200
+40,900
+18% +$7.01M 0.03% 518
2019
Q4 		$37.6M Buy
231,300
+136,300
+143% +$21.4M 0.03% 701
2019
Q3 		$14.1M Buy
95,000
+24,400
+35% +$3.71M 0.01% 1112
2019
Q2 		$10.7M Buy
70,600
+52,100
+282% +$8.16M 0.01% 1274
2019
Q1 		$2.93M Buy
+18,500
New +$2.87M ﹤0.01% 2093
2018
Q3 		– Sell
-227,500
Closed -$31M – 3811
2018
Q2 		$31M Buy
227,500
+167,500
+279% +$21.4M 0.03% 601
2018
Q1 		$6.98M Hold
60,000
– – 0.01% 1483
2017
Q4 		$6.13M Hold
60,000
– – 0.01% 1626
2017
Q3 		$5.61M Hold
60,000
– – 0.01% 1682
2017
Q2 		$5.2M Buy
60,000
+45,000
+300% +$3.92M 0.01% 1604
2017
Q1 		$1.24M Sell
15,000
-17,100
-53% -$1.37M ﹤0.01% 2701
2016
Q4 		$2.2M Sell
32,100
-15,300
-32% -$1.11M ﹤0.01% 2369
2016
Q3 		$3.38M Buy
+47,400
New +$3.7M ﹤0.01% 1959
2016
Q2 		– Sell
-4,300
Closed -$317K – 4209
2016
Q1 		$317K Buy
+4,300
New +$296K ﹤0.01% 3478
2014
Q4 		– Sell
-176,000
Closed -$10.1M – 4599
2014
Q3 		$10.1M Buy
176,000
+40,000
+29% +$2.25M 0.01% 1281
2014
Q2 		$7.9M Buy
+136,000
New +$7.35M 0.01% 1577

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
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

Credit Suisse's CRM Position: Q1 2024 in Review

Credit Suisse reduced its Salesforce (CRM) stake by 6.5% in Q1 2024, selling an estimated $38.8M and leaving 1,919,323 shares worth $578M. The position accounts for 0.55% of the portfolio, ranked #23.

Credit Suisse first reported a position in CRM in Q2 2013 and has held it in 44 quarters since. 2,762 funds tracked by Wall St. Rank hold CRM as of Q1 2024.

  • Credit Suisse held 1,919,323 shares of Salesforce worth $578M as of Q1 2024.
  • Credit Suisse sold 134,465 Salesforce shares in Q1 2024, an estimated $38.8M.
  • Salesforce made up 0.55% of Credit Suisse's portfolio in Q1 2024, its #23 holding.
  • Credit Suisse first reported a position in Salesforce in Q2 2013 and has held it in 44 quarters since.
  • 2,762 funds tracked by Wall St. Rank held Salesforce as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.