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La Financiere de L'Echiquier’s Salesforce CRM Stock Holding History

La Financiere de L'Echiquier’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
2024
Q2 		$22.3M Buy
86,700
+1,100
+1% +$294K 0.97% 30
2024
Q1 		$25.8M Buy
85,600
+28,300
+49% +$8.17M 1.11% 25
2023
Q4 		$15.1M Buy
57,300
+17,300
+43% +$3.92M 0.7% 37
2023
Q3 		$8.11M Buy
+40,000
New +$8.64M 0.42% 48
2022
Q3 		– Sell
-114,360
Closed -$18.9M – 88
2022
Q2 		$18.9M Sell
114,360
-101,801
-47% -$18M 1.12% 28
2022
Q1 		$45.9M Buy
216,161
+49,194
+29% +$10.6M 1.89% 19
2021
Q4 		$42.4M Sell
166,967
-33,709
-17% -$9.47M 1.43% 33
2021
Q3 		$54.4M Buy
+200,676
New +$51M 1.82% 25
2020
Q4 		– Sell
-26,890
Closed -$6.76M – 79
2020
Q3 		$6.76M Sell
26,890
-160,090
-86% -$35M 0.47% 42
2020
Q2 		$35M Sell
186,980
-105,156
-36% -$17.7M 2.78% 14
2020
Q1 		$42.1M Sell
292,136
-106,598
-27% -$18.3M 5.06% 6
2019
Q4 		$64.8M Sell
398,734
-27,009
-6% -$4.23M 7.67% 2
2019
Q3 		$63.2M Buy
425,743
+48,044
+13% +$7.3M 7.58% 6
2019
Q2 		$57.3M Buy
377,699
+76,372
+25% +$12M 8.37% 4
2019
Q1 		$47.7M Sell
301,327
-1,158
-0.4% -$179K 7.93% 5
2018
Q4 		$41.4M Buy
302,485
+72,565
+32% +$9.98M 8.09% 5
2018
Q3 		$36.6M Buy
229,920
+80,920
+54% +$12M 6.72% 5
2018
Q2 		$20.3M Buy
149,000
+23,753
+19% +$3.03M 4.96% 8
2018
Q1 		$14.6M Buy
125,247
+55,125
+79% +$6.33M 5.9% 7
2017
Q4 		$7.17M Buy
+70,122
New +$7.15M 5.02% 10
2016
Q4 		– Sell
-88,550
Closed -$6.32M – 40
2016
Q3 		$6.32M Buy
88,550
+35,650
+67% +$2.78M 4.43% 6
2016
Q2 		$4.2M Sell
52,900
-5,450
-9% -$428K 2.92% 8
2016
Q1 		$4.31M Buy
+58,350
New +$4.02M 3.13% 9

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

La Financiere de L'Echiquier's CRM Position: Q2 2024 in Review

La Financiere de L'Echiquier increased its Salesforce (CRM) stake by 1.3% in Q2 2024, buying an estimated $294K and bringing the position to 86,700 shares worth $22.3M. The position accounts for 0.97% of the portfolio, ranked #30.

La Financiere de L'Echiquier first reported a position in CRM in Q1 2016 and has held it in 23 quarters since. The position peaked at $64.8M in Q4 2019. 2,622 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

  • La Financiere de L'Echiquier held 86,700 shares of Salesforce worth $22.3M as of Q2 2024.
  • La Financiere de L'Echiquier bought 1,100 Salesforce shares in Q2 2024, an estimated $294K.
  • Salesforce made up 0.97% of La Financiere de L'Echiquier's portfolio in Q2 2024, its #30 holding.
  • La Financiere de L'Echiquier first reported a position in Salesforce in Q1 2016 and has held it in 23 quarters since.
  • La Financiere de L'Echiquier's Salesforce position peaked at $64.8M in Q4 2019.
  • 2,622 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on La Financiere de L'Echiquier's 13F filing for Q2 2024, filed 18 Jul 2024.