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Kiwi Wealth Investments Limited Partnership’s Salesforce CRM Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
-210,805
Closed -$42.7M – 11
2023
Q3 		$42.7M Buy
210,805
+159,098
+308% +$34.4M 4.66% 9
2023
Q2 		$10.9M Hold
51,707
– – 0.68% 41
2023
Q1 		$10.3M Sell
51,707
-6,016
-10% -$1.02M 0.67% 41
2022
Q4 		$7.65M Sell
57,723
-27,488
-32% -$4.01M 0.51% 54
2022
Q3 		$14.1M Hold
85,211
– – 0.97% 22
2022
Q2 		$14.1M Buy
85,211
+31,627
+59% +$5.59M 0.97% 22
2022
Q1 		$11.4M Buy
53,584
+19,332
+56% +$4.16M 0.61% 38
2021
Q4 		$8.7M Buy
34,252
+22,084
+181% +$6.21M 0.41% 70
2021
Q3 		$3.3M Sell
12,168
-38,639
-76% -$9.81M 0.17% 151
2021
Q2 		$12.4M Buy
50,807
+31,925
+169% +$7.36M 0.64% 46
2021
Q1 		$4M Sell
18,882
-4,230
-18% -$942K 0.23% 117
2020
Q4 		$5.14M Sell
23,112
-25,117
-52% -$6.11M 0.3% 95
2020
Q3 		$12.1M Buy
48,229
+37,532
+351% +$8.22M 0.85% 28
2020
Q2 		$2M Sell
10,697
-44,724
-81% -$7.54M 0.16% 153
2020
Q1 		$7.98M Buy
+55,421
New +$9.5M 0.8% 37
2019
Q4 		– Sell
-17,724
Closed -$2.63M – 185
2019
Q3 		$2.63M Sell
17,724
-10,656
-38% -$1.62M 0.21% 120
2019
Q2 		$4.31M Sell
28,380
-27,188
-49% -$4.26M 0.38% 80
2019
Q1 		$8.8M Sell
55,568
-14,772
-21% -$2.29M 0.8% 38
2018
Q4 		$9.63M Sell
70,340
-6,298
-8% -$866K 1.01% 27
2018
Q3 		$12.2M Sell
76,638
-29,622
-28% -$4.4M 1.15% 21
2018
Q2 		$14.5M Buy
106,260
+47,288
+80% +$6.03M 1.38% 20
2018
Q1 		$6.86M Buy
+58,972
New +$6.77M 0.68% 46
2014
Q4 		– Sell
-62,990
Closed -$3.62M – 67
2014
Q3 		$3.62M Sell
62,990
-8,200
-12% -$462K 0.34% 61
2014
Q2 		$4.13M Buy
+71,190
New +$3.85M 0.42% 47

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 $336B AUM 34.66% 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

Kiwi Wealth Investments Limited Partnership's CRM Position: Q4 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of Salesforce (CRM) in Q4 2023, closing a stake of 210,805 shares — an estimated $42.7M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in CRM in Q2 2014 and held it in 24 quarters. The position peaked at $42.7M in Q3 2023. 2,593 funds tracked by Wall St. Rank hold CRM as of Q4 2023.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Salesforce position as of Q4 2023 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 210,805 Salesforce shares in Q4 2023, an estimated $42.7M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Salesforce in Q2 2014 and held it in 24 quarters.
  • Kiwi Wealth Investments Limited Partnership's Salesforce position peaked at $42.7M in Q3 2023.
  • 2,593 funds tracked by Wall St. Rank held Salesforce as of Q4 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q4 2023, filed 14 Feb 2024.