MWNA
CRM icon

Marshall Wace North America’s Salesforce CRM Stock Holding History

Marshall Wace North America’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
2021
Q3 		$67.5M Sell
248,895
-630,076
-72% -$160M 0.29% 72
2021
Q2 		$215M Buy
878,971
+585,007
+199% +$135M 0.9% 13
2021
Q1 		$62.3M Buy
293,964
+286,418
+3,796% +$63.8M 0.26% 88
2020
Q4 		$1.68M Sell
7,546
-146,236
-95% -$35.6M 0.01% 805
2020
Q3 		$38.6M Buy
153,782
+36,293
+31% +$7.94M 0.25% 101
2020
Q2 		$22M Sell
117,489
-121,571
-51% -$20.5M 0.15% 158
2020
Q1 		$34.4M Sell
239,060
-120,047
-33% -$20.6M 0.26% 109
2019
Q4 		$58.4M Sell
359,107
-193,935
-35% -$30.4M 0.28% 102
2019
Q3 		$82.1M Buy
553,042
+187,426
+51% +$28.5M 0.47% 64
2019
Q2 		$55.5M Buy
365,616
+296,755
+431% +$46.5M 0.34% 78
2019
Q1 		$10.9M Buy
68,861
+58,678
+576% +$9.09M 0.08% 205
2018
Q4 		$1.4M Sell
10,183
-185,366
-95% -$25.5M 0.01% 533
2018
Q3 		$31.1M Buy
195,549
+154,745
+379% +$23M 0.21% 109
2018
Q2 		$5.57M Buy
+40,804
New +$5.21M 0.03% 485
2017
Q2 		– Sell
-432,664
Closed -$35.5M – 1314
2017
Q1 		$35.5M Buy
+432,664
New +$34.6M 0.28% 103

Other funds holding CRM

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $295B AUM 31.6% 1-Year Est. Return