Rothschild & Co Asset Management US’s Salesforce CRM Stock Holding History

Rothschild & Co Asset Management US’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	$3.59M	Buy	+27,042	New	+$3.95M	0.05%	203

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Rothschild & Co Asset Management US's CRM Position: Q4 2022 in Review

Rothschild & Co Asset Management US opened a new position in Salesforce (CRM) in Q4 2022: 27,042 shares worth $3.59M. The stake represents 0.05% of the portfolio and ranks #203 among its holdings.

2,023 funds tracked by Wall St. Rank hold CRM as of Q4 2022.

Rothschild & Co Asset Management US held 27,042 shares of Salesforce worth $3.59M as of Q4 2022.
Salesforce was a new Rothschild & Co Asset Management US position in Q4 2022.
Salesforce made up 0.05% of Rothschild & Co Asset Management US's portfolio in Q4 2022, its #203 holding.
2,023 funds tracked by Wall St. Rank held Salesforce as of Q4 2022.

Based on Rothschild & Co Asset Management US's 13F filing for Q4 2022, filed 14 Feb 2023.