Perpetual Investment Management’s Salesforce CRM Stock Holding History

Perpetual 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
2022 Q4	$835K	Hold	6,298	–	–	0.1%	126
2022 Q3	$906K	Sell	6,298 -2,720	-30%	-$461K	0.13%	114
2022 Q2	$1.49M	Sell	9,018 -3,432	-28%	-$606K	0.22%	90
2022 Q1	$2.64M	Buy	12,450 +1,041	+9%	+$224K	0.33%	80
2021 Q4	$2.9M	Hold	11,409	–	–	0.33%	88
2021 Q3	$3.09M	Buy	11,409 +891	+8%	+$226K	0.39%	80
2021 Q2	$2.57M	Buy	+10,518	New	+$2.42M	0.36%	84
2021 Q1	–	Sell	-908	Closed	-$202K	–	220
2020 Q4	$202K	Buy	+908	New	+$221K	0.03%	219

Other funds holding CRM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Perpetual Investment Management's CRM Position: Q4 2022 in Review

Perpetual Investment Management held its Salesforce (CRM) position steady in Q4 2022 at 6,298 shares worth $835K. The position accounts for 0.1% of the portfolio, ranked #126.

Perpetual Investment Management first reported a position in CRM in Q4 2020 and has held it in 8 quarters since. The position peaked at $3.09M in Q3 2021. 2,022 funds tracked by Wall St. Rank hold CRM as of Q4 2022.

Perpetual Investment Management held 6,298 shares of Salesforce worth $835K as of Q4 2022.
Perpetual Investment Management left its Salesforce share count unchanged in Q4 2022.
Salesforce made up 0.1% of Perpetual Investment Management's portfolio in Q4 2022, its #126 holding.
Perpetual Investment Management first reported a position in Salesforce in Q4 2020 and has held it in 8 quarters since.
Perpetual Investment Management's Salesforce position peaked at $3.09M in Q3 2021.
2,022 funds tracked by Wall St. Rank held Salesforce as of Q4 2022.

Based on Perpetual Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.