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CRM icon

Hexavest’s Salesforce CRM Stock Holding History

Hexavest’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
2021
Q3 		$7.46M Sell
27,502
-3,981
-13% -$1.01M 0.45% 74
2021
Q2 		$7.69M Sell
31,483
-5,346
-15% -$1.23M 0.38% 91
2021
Q1 		$7.8M Sell
36,829
-9,123
-20% -$2.03M 0.35% 105
2020
Q4 		$10.2M Sell
45,952
-28,726
-38% -$6.99M 0.39% 87
2020
Q3 		$18.8M Sell
74,678
-9,230
-11% -$2.02M 0.5% 63
2020
Q2 		$15.7M Sell
83,908
-40,722
-33% -$6.86M 0.36% 74
2020
Q1 		$17.9M Buy
124,630
+124,534
+129,723% +$21.4M 0.31% 100
2019
Q4 		$16K Hold
96
– – ﹤0.01% 372
2019
Q3 		$14K Hold
96
– – ﹤0.01% 422
2019
Q2 		$15K Buy
+96
New +$15K ﹤0.01% 423

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Hexavest's CRM Position: Q3 2021 in Review

Hexavest reduced its Salesforce (CRM) stake by 13% in Q3 2021, selling an estimated $1.01M and leaving 27,502 shares worth $7.46M. The position accounts for 0.45% of the portfolio, ranked #74.

Hexavest first reported a position in CRM in Q2 2019 and has held it in 10 quarters since. The position peaked at $18.8M in Q3 2020. 2,181 funds tracked by Wall St. Rank hold CRM as of Q3 2021.

  • Hexavest held 27,502 shares of Salesforce worth $7.46M as of Q3 2021.
  • Hexavest sold 3,981 Salesforce shares in Q3 2021, an estimated $1.01M.
  • Salesforce made up 0.45% of Hexavest's portfolio in Q3 2021, its #74 holding.
  • Hexavest first reported a position in Salesforce in Q2 2019 and has held it in 10 quarters since.
  • Hexavest's Salesforce position peaked at $18.8M in Q3 2020.
  • 2,181 funds tracked by Wall St. Rank held Salesforce as of Q3 2021.

Based on Hexavest's 13F filing for Q3 2021, filed 27 Oct 2021.