First Pacific Advisors’s Salesforce CRM Stock Holding History

First Pacific Advisors’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 Q2	–	Sell	-1,745	Closed	-$370K	–	190
2022 Q1	$370K	Sell	1,745 -3,380	-66%	-$727K	﹤0.01%	148
2021 Q4	$1.3M	Sell	5,125 -915	-15%	-$257K	0.02%	101
2021 Q3	$1.64M	Sell	6,040 -1,475	-20%	-$375K	0.02%	96
2021 Q2	$1.84M	Sell	7,515 -574	-7%	-$132K	0.02%	92
2021 Q1	$1.71M	Hold	8,089	–	–	0.02%	56
2020 Q4	$1.8M	Sell	8,089 -251	-3%	-$61K	0.02%	88
2020 Q3	$2.1M	Sell	8,340 -210	-2%	-$46K	0.03%	69
2020 Q2	$1.6M	Hold	8,550	–	–	0.02%	84
2020 Q1	$1.23M	Buy	8,550 +4,200	+97%	+$720K	0.02%	83
2019 Q4	$707K	Buy	4,350 +600	+16%	+$94.1K	0.01%	100
2019 Q3	$557K	Buy	3,750 +350	+10%	+$53.2K	0.01%	108
2019 Q2	$516K	Hold	3,400	–	–	﹤0.01%	105
2019 Q1	$538K	Hold	3,400	–	–	﹤0.01%	109
2018 Q4	$466K	Buy	3,400 +400	+13%	+$55K	﹤0.01%	111
2018 Q3	$477K	Hold	3,000	–	–	﹤0.01%	117
2018 Q2	$409K	Buy	+3,000	New	+$383K	﹤0.01%	122

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

First Pacific Advisors's CRM Position: Q2 2022 in Review

First Pacific Advisors sold out of Salesforce (CRM) in Q2 2022, closing a stake of 1,745 shares — an estimated $370K sold.

First Pacific Advisors first reported a position in CRM in Q2 2018 and held it in 16 quarters. The position peaked at $2.1M in Q3 2020. 2,136 funds tracked by Wall St. Rank hold CRM as of Q2 2022.

First Pacific Advisors reported no remaining Salesforce position as of Q2 2022 after selling out during the quarter.
First Pacific Advisors sold 1,745 Salesforce shares in Q2 2022, an estimated $370K.
First Pacific Advisors first reported a position in Salesforce in Q2 2018 and held it in 16 quarters.
First Pacific Advisors's Salesforce position peaked at $2.1M in Q3 2020.
2,136 funds tracked by Wall St. Rank held Salesforce as of Q2 2022.

Based on First Pacific Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.