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Pendal Group’s Salesforce CRM Stock Holding History

Pendal Group’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
2022
Q4 		$2.76M Buy
20,788
+3,246
+19% +$474K 0.02% 191
2022
Q3 		$2.52M Buy
17,542
+460
+3% +$78K 0.02% 189
2022
Q2 		$2.82M Buy
17,082
+1,725
+11% +$305K 0.03% 178
2022
Q1 		$3.26M Buy
15,357
+564
+4% +$121K 0.03% 187
2021
Q4 		$3.76M Sell
14,793
-1,935
-12% -$544K 0.03% 173
2021
Q3 		$4.54M Sell
16,728
-1,862
-10% -$473K 0.04% 158
2021
Q2 		$4.54M Buy
18,590
+3,449
+23% +$795K 0.04% 154
2021
Q1 		$3.21M Sell
15,141
-164
-1% -$36.5K 0.03% 174
2020
Q4 		$3.41M Sell
15,305
-5,441
-26% -$1.32M 0.04% 145
2020
Q3 		$5.21M Buy
20,746
+6,650
+47% +$1.46M 0.06% 98
2020
Q2 		$2.64M Sell
14,096
-5,340
-27% -$900K 0.04% 147
2020
Q1 		$2.8M Sell
19,436
-2,365
-11% -$405K 0.05% 130
2019
Q4 		$3.55M Buy
21,801
+2,275
+12% +$357K 0.05% 155
2019
Q3 		$2.9M Sell
19,526
-160
-0.8% -$24.3K 0.04% 170
2019
Q2 		$2.99M Sell
19,686
-1,037
-5% -$163K 0.04% 173
2019
Q1 		$3.28M Sell
20,723
-698
-3% -$108K 0.05% 169
2018
Q4 		$2.93M Sell
21,421
-1,006
-4% -$138K 0.05% 163
2018
Q3 		$3.57M Sell
22,427
-2,553
-10% -$379K 0.05% 164
2018
Q2 		$3.41M Sell
24,980
-1,071
-4% -$137K 0.04% 187
2018
Q1 		$3.03M Sell
26,051
-559
-2% -$64.2K 0.04% 206
2017
Q4 		$2.72M Hold
26,610
– – 0.04% 200
2017
Q3 		$2.49M Buy
26,610
+2,019
+8% +$186K 0.03% 212
2017
Q2 		$2.13M Buy
+24,591
New +$2.14M 0.03% 228

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pendal Group's CRM Position: Q4 2022 in Review

Pendal Group increased its Salesforce (CRM) stake by 19% in Q4 2022, buying an estimated $474K and bringing the position to 20,788 shares worth $2.76M. The position accounts for 0.02% of the portfolio, ranked #191.

Pendal Group first reported a position in CRM in Q2 2017 and has held it in 23 quarters since. The position peaked at $5.21M in Q3 2020. 2,023 funds tracked by Wall St. Rank hold CRM as of Q4 2022.

  • Pendal Group held 20,788 shares of Salesforce worth $2.76M as of Q4 2022.
  • Pendal Group bought 3,246 Salesforce shares in Q4 2022, an estimated $474K.
  • Salesforce made up 0.02% of Pendal Group's portfolio in Q4 2022, its #191 holding.
  • Pendal Group first reported a position in Salesforce in Q2 2017 and has held it in 23 quarters since.
  • Pendal Group's Salesforce position peaked at $5.21M in Q3 2020.
  • 2,023 funds tracked by Wall St. Rank held Salesforce as of Q4 2022.

Based on Pendal Group's 13F filing for Q4 2022, filed 19 Jan 2023.