Deccan Value Investors’s Salesforce CRM Stock Holding History

Deccan Value Investors’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 Q3	–	Sell	-934,595	Closed	-$197M	–	2
2023 Q2	$197M	Sell	934,595 -49,200	-5%	-$10M	18.07%	3
2023 Q1	$197M	Sell	983,795 -203,970	-17%	-$34.5M	19.46%	3
2022 Q4	$157M	Buy	1,187,765 +175,865	+17%	+$25.7M	17.07%	5
2022 Q3	$146M	Sell	1,011,900 -164,465	-14%	-$27.9M	18.23%	5
2022 Q2	$194M	Buy	1,176,365 +194,806	+20%	+$34.4M	16.41%	4
2022 Q1	$208M	Sell	981,559 -168,976	-15%	-$36.4M	10.61%	6
2021 Q4	$292M	Sell	1,150,535 -222,665	-16%	-$62.6M	11.49%	4
2021 Q3	$372M	Sell	1,373,200 -31,300	-2%	-$7.95M	14.73%	2
2021 Q2	$343M	Sell	1,404,500 -1,400	-0.1%	-$323K	13.53%	2
2021 Q1	$298M	Buy	1,405,900 +200,500	+17%	+$44.6M	13.19%	2
2020 Q4	$268M	Buy	1,205,400 +212,900	+21%	+$51.8M	10.89%	5
2020 Q3	$249M	Buy	992,500 +270,500	+37%	+$59.2M	11.34%	5
2020 Q2	$135M	Buy	+722,000	New	+$122M	7.04%	8

Other funds holding CRM

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Capital World Investors

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

Geode Capital Management

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

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return