IPGDR
CRM icon

Investidor Profissional Gestao de Recursos’s Salesforce CRM Stock Holding History

Investidor Profissional Gestao de Recursos’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
-68,378
Closed -$14.5M – 24
2022
Q1 		$14.5M Buy
68,378
+9,796
+17% +$2.11M 2.75% 14
2021
Q4 		$14.9M Buy
58,582
+14,333
+32% +$4.03M 2.56% 16
2021
Q3 		$12M Buy
+44,249
New +$11.2M 1.76% 16

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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 $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Investidor Profissional Gestao de Recursos's CRM Position: Q2 2022 in Review

Investidor Profissional Gestao de Recursos sold out of Salesforce (CRM) in Q2 2022, closing a stake of 68,378 shares — an estimated $14.5M sold.

Investidor Profissional Gestao de Recursos first reported a position in CRM in Q3 2021 and held it in 3 quarters. The position peaked at $14.9M in Q4 2021. 2,137 funds tracked by Wall St. Rank hold CRM as of Q2 2022.

  • Investidor Profissional Gestao de Recursos reported no remaining Salesforce position as of Q2 2022 after selling out during the quarter.
  • Investidor Profissional Gestao de Recursos sold 68,378 Salesforce shares in Q2 2022, an estimated $14.5M.
  • Investidor Profissional Gestao de Recursos first reported a position in Salesforce in Q3 2021 and held it in 3 quarters.
  • Investidor Profissional Gestao de Recursos's Salesforce position peaked at $14.9M in Q4 2021.
  • 2,137 funds tracked by Wall St. Rank held Salesforce as of Q2 2022.

Based on Investidor Profissional Gestao de Recursos's 13F filing for Q2 2022, filed 10 Nov 2022.