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EVR Research’s Salesforce CRM Stock Holding History

EVR Research’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
-22,000
Closed -$2.92M – 38
2022
Q4 		$2.92M Sell
22,000
-21,000
-49% -$3.06M 0.88% 28
2022
Q3 		$6.18M Buy
43,000
+4,600
+12% +$780K 1.84% 19
2022
Q2 		$6.34M Buy
+38,400
New +$6.78M 1.87% 18

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

EVR Research's CRM Position: Q1 2023 in Review

EVR Research sold out of Salesforce (CRM) in Q1 2023, closing a stake of 22,000 shares — an estimated $2.92M sold.

EVR Research first reported a position in CRM in Q2 2022 and held it in 3 quarters. The position peaked at $6.34M in Q2 2022. 2,176 funds tracked by Wall St. Rank hold CRM as of Q1 2023.

  • EVR Research reported no remaining Salesforce position as of Q1 2023 after selling out during the quarter.
  • EVR Research sold 22,000 Salesforce shares in Q1 2023, an estimated $2.92M.
  • EVR Research first reported a position in Salesforce in Q2 2022 and held it in 3 quarters.
  • EVR Research's Salesforce position peaked at $6.34M in Q2 2022.
  • 2,176 funds tracked by Wall St. Rank held Salesforce as of Q1 2023.

Based on EVR Research's 13F filing for Q1 2023, filed 15 May 2023.