IAIM
CRM icon

Industrial Alliance Investment Management’s Salesforce CRM Stock Holding History

Industrial Alliance Investment 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
Q3 		– Sell
-1,779
Closed -$376K – 44
2023
Q2 		$376K Sell
1,779
-5,990
-77% -$1.22M 0.2% 44
2023
Q1 		$1.55M Sell
7,769
-32,760
-81% -$5.53M 0.04% 252
2022
Q4 		$5.37M Sell
40,529
-45,880
-53% -$6.69M 0.15% 138
2022
Q3 		$12.4M Sell
86,409
-4,290
-5% -$727K 0.37% 70
2022
Q2 		$15M Buy
90,699
+24,911
+38% +$4.4M 0.43% 62
2022
Q1 		$14M Sell
65,788
-9,512
-13% -$2.05M 0.33% 71
2021
Q4 		$19.1M Buy
+75,300
New +$21.2M 0.44% 49

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Industrial Alliance Investment Management's CRM Position: Q3 2023 in Review

Industrial Alliance Investment Management sold out of Salesforce (CRM) in Q3 2023, closing a stake of 1,779 shares — an estimated $376K sold.

Industrial Alliance Investment Management first reported a position in CRM in Q4 2021 and held it in 7 quarters. The position peaked at $19.1M in Q4 2021. 2,286 funds tracked by Wall St. Rank hold CRM as of Q3 2023.

  • Industrial Alliance Investment Management reported no remaining Salesforce position as of Q3 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 1,779 Salesforce shares in Q3 2023, an estimated $376K.
  • Industrial Alliance Investment Management first reported a position in Salesforce in Q4 2021 and held it in 7 quarters.
  • Industrial Alliance Investment Management's Salesforce position peaked at $19.1M in Q4 2021.
  • 2,286 funds tracked by Wall St. Rank held Salesforce as of Q3 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q3 2023, filed 15 Nov 2023.