Desjardins Global Asset Management’s Salesforce CRM Stock Holding History

Desjardins 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
2023 Q4	$7.53M	Sell	28,620 -2,450	-8%	-$554K	0.81%	18
2023 Q3	$6.3M	Buy	31,070 +10,735	+53%	+$2.32M	0.69%	19
2023 Q2	$4.3M	Sell	20,335 -6,898	-25%	-$1.41M	0.5%	41
2023 Q1	$5.44M	Buy	27,233 +22,236	+445%	+$3.76M	0.69%	20
2022 Q4	$662K	Sell	4,997 -2,489	-33%	-$363K	0.1%	188
2022 Q3	$1.08M	Buy	7,486 +107	+1%	+$18.1K	0.14%	150
2022 Q2	$1.22M	Sell	7,379 -2,708	-27%	-$478K	0.16%	140
2022 Q1	$2.14M	Sell	10,087 -1,653	-14%	-$356K	0.19%	125
2021 Q4	$2.98M	Buy	+11,740	New	+$3.3M	0.26%	101

Other funds holding CRM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Desjardins Global Asset Management's CRM Position: Q4 2023 in Review

Desjardins Global Asset Management reduced its Salesforce (CRM) stake by 7.9% in Q4 2023, selling an estimated $554K and leaving 28,620 shares worth $7.53M. The position accounts for 0.81% of the portfolio, ranked #18.

Desjardins Global Asset Management first reported a position in CRM in Q4 2021 and has held it in 9 quarters since. 2,592 funds tracked by Wall St. Rank hold CRM as of Q4 2023.

Desjardins Global Asset Management held 28,620 shares of Salesforce worth $7.53M as of Q4 2023.
Desjardins Global Asset Management sold 2,450 Salesforce shares in Q4 2023, an estimated $554K.
Salesforce made up 0.81% of Desjardins Global Asset Management's portfolio in Q4 2023, its #18 holding.
Desjardins Global Asset Management first reported a position in Salesforce in Q4 2021 and has held it in 9 quarters since.
2,592 funds tracked by Wall St. Rank held Salesforce as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.