FMAEN1
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Fund Management at Engine No 1’s Salesforce CRM Stock Holding History

Fund Management at Engine No 1’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 		– Sell
-13,930
Closed -$2.82M – 99
2023
Q3 		$2.82M Buy
13,930
+1,185
+9% +$256K 0.43% 43
2023
Q2 		$2.69M Buy
12,745
+616
+5% +$126K 0.5% 44
2023
Q1 		$2.42M Buy
12,129
+1,120
+10% +$189K 0.49% 45
2022
Q4 		$1.46M Buy
11,009
+1,441
+15% +$210K 0.36% 64
2022
Q3 		$1.38M Sell
9,568
-465
-5% -$78.8K 0.41% 57
2022
Q2 		$1.66M Buy
10,033
+1,694
+20% +$299K 0.44% 53
2022
Q1 		$1.77M Buy
+8,339
New +$1.79M 0.44% 55

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fund Management at Engine No 1's CRM Position: Q4 2023 in Review

Fund Management at Engine No 1 sold out of Salesforce (CRM) in Q4 2023, closing a stake of 13,930 shares — an estimated $2.82M sold.

Fund Management at Engine No 1 first reported a position in CRM in Q1 2022 and held it in 7 quarters. The position peaked at $2.82M in Q3 2023. 2,592 funds tracked by Wall St. Rank hold CRM as of Q4 2023.

  • Fund Management at Engine No 1 reported no remaining Salesforce position as of Q4 2023 after selling out during the quarter.
  • Fund Management at Engine No 1 sold 13,930 Salesforce shares in Q4 2023, an estimated $2.82M.
  • Fund Management at Engine No 1 first reported a position in Salesforce in Q1 2022 and held it in 7 quarters.
  • Fund Management at Engine No 1's Salesforce position peaked at $2.82M in Q3 2023.
  • 2,592 funds tracked by Wall St. Rank held Salesforce as of Q4 2023.

Based on Fund Management at Engine No 1's 13F filing for Q4 2023.