Mivtachim The Workers Social Insurance Fund’s Salesforce CRM Stock Holding History

Mivtachim The Workers Social Insurance Fund’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	–	Sell	-33,300	Closed	-$10M	–	39
2024 Q1	$10M	Sell	33,300 -11,000	-25%	-$3.17M	0.97%	24
2023 Q4	$11.7M	Sell	44,300 -44,000	-50%	-$9.96M	0.91%	22
2023 Q3	$17.9M	Buy	88,300 +21,300	+32%	+$4.6M	1.53%	18
2023 Q2	$14.2M	Buy	67,000 +31,000	+86%	+$6.33M	1.25%	23
2023 Q1	$7.19M	Buy	+36,000	New	+$6.08M	0.45%	31

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Mivtachim The Workers Social Insurance Fund's CRM Position: Q2 2024 in Review

Mivtachim The Workers Social Insurance Fund sold out of Salesforce (CRM) in Q2 2024, closing a stake of 33,300 shares — an estimated $10M sold.

Mivtachim The Workers Social Insurance Fund first reported a position in CRM in Q1 2023 and held it in 5 quarters. The position peaked at $17.9M in Q3 2023. 2,621 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

Mivtachim The Workers Social Insurance Fund reported no remaining Salesforce position as of Q2 2024 after selling out during the quarter.
Mivtachim The Workers Social Insurance Fund sold 33,300 Salesforce shares in Q2 2024, an estimated $10M.
Mivtachim The Workers Social Insurance Fund first reported a position in Salesforce in Q1 2023 and held it in 5 quarters.
Mivtachim The Workers Social Insurance Fund's Salesforce position peaked at $17.9M in Q3 2023.
2,621 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on Mivtachim The Workers Social Insurance Fund's 13F filing for Q2 2024, filed 29 Jul 2024.