Pictet Asset Management (Switzerland)’s Salesforce CRM Stock Holding History

Pictet Asset Management (Switzerland)’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	$811M	Sell	3,838,276 -1,273,798	-25%	-$260M	0.96%	16
2023 Q1	$1.02B	Buy	5,112,074 +178,247	+4%	+$30.1M	1.28%	6
2022 Q4	$654M	Buy	4,933,827 +340,068	+7%	+$49.6M	0.94%	16
2022 Q3	$661M	Sell	4,593,759 -209,190	-4%	-$35.5M	0.98%	11
2022 Q2	$793M	Buy	4,802,949 +219,611	+5%	+$38.8M	1.1%	11
2022 Q1	$973M	Buy	4,583,338 +1,325,206	+41%	+$285M	1.1%	8
2021 Q4	$828M	Buy	3,258,132 +73,293	+2%	+$20.6M	0.82%	19
2021 Q3	$864M	Buy	+3,184,839	New	+$809M	0.95%	16

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

Pictet Asset Management (Switzerland)'s CRM Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) reduced its Salesforce (CRM) stake by 25% in Q2 2023, selling an estimated $260M and leaving 3,838,276 shares worth $811M. The position accounts for 0.96% of the portfolio, ranked #16.

Pictet Asset Management (Switzerland) first reported a position in CRM in Q3 2021 and has held it in 8 quarters since. The position peaked at $1.02B in Q1 2023. 2,294 funds tracked by Wall St. Rank hold CRM as of Q2 2023.

Pictet Asset Management (Switzerland) held 3,838,276 shares of Salesforce worth $811M as of Q2 2023.
Pictet Asset Management (Switzerland) sold 1,273,798 Salesforce shares in Q2 2023, an estimated $260M.
Salesforce made up 0.96% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #16 holding.
Pictet Asset Management (Switzerland) first reported a position in Salesforce in Q3 2021 and has held it in 8 quarters since.
Pictet Asset Management (Switzerland)'s Salesforce position peaked at $1.02B in Q1 2023.
2,294 funds tracked by Wall St. Rank held Salesforce as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.