M&G Investment Management’s Salesforce CRM Stock Holding History

M&G 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 Q2	–	Sell	-2,256	Closed	-$451K	–	391
2023 Q1	$451K	Hold	2,256	–	–	﹤0.01%	344
2022 Q4	$300K	Hold	2,256	–	–	﹤0.01%	382
2022 Q3	$325	Sell	2,256 -306	-12%	-$51.9K	﹤0.01%	370
2022 Q2	$423	Buy	2,562 +164	+7%	+$29K	﹤0.01%	394
2022 Q1	$508	Sell	2,398 -141	-6%	-$30.3K	﹤0.01%	391
2021 Q4	$645	Sell	2,539 -288,683	-99%	-$81.1M	﹤0.01%	404
2021 Q3	$78.9K	Buy	291,222 +65,957	+29%	+$16.8M	0.19%	79
2021 Q2	$55K	Buy	225,265 +222,378	+7,703%	+$51.3M	0.14%	95
2021 Q1	$612	Sell	2,887 -251	-8%	-$55.9K	﹤0.01%	370
2020 Q4	$700	Hold	3,138	–	–	﹤0.01%	351
2020 Q3	$788K	Hold	3,138	–	–	0.01%	313
2020 Q2	$587K	Sell	3,138 -67	-2%	-$11.3K	0.01%	337
2020 Q1	$462K	Sell	3,205 -436	-12%	-$74.8K	0.01%	340
2019 Q4	$593K	Buy	+3,641	New	+$571K	0.01%	356

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

M&G Investment Management's CRM Position: Q2 2023 in Review

M&G Investment Management sold out of Salesforce (CRM) in Q2 2023, closing a stake of 2,256 shares — an estimated $451K sold.

M&G Investment Management first reported a position in CRM in Q4 2019 and held it in 14 quarters. The position peaked at $788K in Q3 2020. 2,293 funds tracked by Wall St. Rank hold CRM as of Q2 2023.

M&G Investment Management reported no remaining Salesforce position as of Q2 2023 after selling out during the quarter.
M&G Investment Management sold 2,256 Salesforce shares in Q2 2023, an estimated $451K.
M&G Investment Management first reported a position in Salesforce in Q4 2019 and held it in 14 quarters.
M&G Investment Management's Salesforce position peaked at $788K in Q3 2020.
2,293 funds tracked by Wall St. Rank held Salesforce as of Q2 2023.

Based on M&G Investment Management's 13F filing for Q2 2023, filed 1 Aug 2023.