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RBC Europe’s Salesforce CRM Stock Holding History

RBC Europe’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
Q2 		$2.11M Buy
12,804
+1,263
+11% +$223K 0.1% 77
2022
Q1 		$2.45M Buy
11,541
+1,603
+16% +$345K 0.1% 77
2021
Q4 		$2.53M Sell
9,938
-849
-8% -$239K 0.11% 75
2021
Q3 		$2.93M Sell
10,787
-21,075
-66% -$5.35M 0.12% 92
2021
Q2 		$7.78M Buy
31,862
+1,473
+5% +$339K 0.35% 42
2021
Q1 		$6.44M Sell
30,389
-212
-0.7% -$47.2K 0.35% 43
2020
Q4 		$6.81M Buy
30,601
+1,072
+4% +$261K 0.39% 41
2020
Q3 		$7.42M Buy
29,529
+2,139
+8% +$468K 0.49% 39
2020
Q2 		$5.13M Buy
27,390
+394
+1% +$66.4K 0.4% 43
2020
Q1 		$3.89M Buy
26,996
+225
+0.8% +$38.6K 0.39% 44
2019
Q4 		$4.35M Hold
26,771
– – 0.38% 46
2019
Q3 		$3.97M Buy
26,771
+228
+0.9% +$34.6K 0.39% 43
2019
Q2 		$4.03M Buy
26,543
+8,555
+48% +$1.34M 0.4% 45
2019
Q1 		$2.85M Buy
17,988
+8,325
+86% +$1.29M 0.31% 63
2018
Q4 		$1.32M Buy
9,663
+8,707
+911% +$1.2M 0.17% 92
2018
Q3 		$152K Buy
956
+523
+121% +$77.6K 0.02% 282
2018
Q2 		$59.1K Buy
433
+15
+4% +$1.91K 0.01% 438
2018
Q1 		$48.6K Hold
418
– – 0.01% 465
2017
Q4 		$42.7K Buy
418
+100
+31% +$10.2K 0.01% 505
2017
Q3 		$29.7K Buy
+318
New +$29.3K ﹤0.01% 593

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

RBC Europe's CRM Position: Q2 2022 in Review

RBC Europe increased its Salesforce (CRM) stake by 11% in Q2 2022, buying an estimated $223K and bringing the position to 12,804 shares worth $2.11M. The position accounts for 0.1% of the portfolio, ranked #77.

RBC Europe first reported a position in CRM in Q3 2017 and has held it in 20 quarters since. The position peaked at $7.78M in Q2 2021. 2,137 funds tracked by Wall St. Rank hold CRM as of Q2 2022.

  • RBC Europe held 12,804 shares of Salesforce worth $2.11M as of Q2 2022.
  • RBC Europe bought 1,263 Salesforce shares in Q2 2022, an estimated $223K.
  • Salesforce made up 0.1% of RBC Europe's portfolio in Q2 2022, its #77 holding.
  • RBC Europe first reported a position in Salesforce in Q3 2017 and has held it in 20 quarters since.
  • RBC Europe's Salesforce position peaked at $7.78M in Q2 2021.
  • 2,137 funds tracked by Wall St. Rank held Salesforce as of Q2 2022.

Based on RBC Europe's 13F filing for Q2 2022, filed 14 Nov 2022.