S
CRM icon

Seeyond’s Salesforce CRM Stock Holding History

Seeyond’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 		$3.67M Buy
27,679
+18,382
+198% +$2.68M 0.36% 82
2022
Q3 		$1.34M Sell
9,297
-2,937
-24% -$498K 0.16% 187
2022
Q2 		$2.02M Sell
12,234
-1,444
-11% -$255K 0.23% 130
2022
Q1 		$2.9M Buy
13,678
+3,454
+34% +$743K 0.29% 82
2021
Q4 		$2.6M Buy
10,224
+783
+8% +$220K 0.24% 109
2021
Q3 		$2.56M Sell
9,441
-1,156
-11% -$294K 0.25% 109
2021
Q2 		$2.59M Sell
10,597
-297
-3% -$68.5K 0.24% 109
2021
Q1 		$2.31M Buy
10,894
+193
+2% +$43K 0.23% 124
2020
Q4 		$2.38M Sell
10,701
-1,745
-14% -$424K 0.25% 109
2020
Q3 		$3.13M Buy
12,446
+982
+9% +$215K 0.34% 54
2020
Q2 		$2.15M Buy
11,464
+4,709
+70% +$793K 0.24% 102
2020
Q1 		$71K Sell
6,755
-3,744
-36% -$642K 0.01% 596
2019
Q4 		$1.71M Sell
10,499
-830
-7% -$130K 0.18% 193
2019
Q3 		$1.68M Buy
11,329
+280
+3% +$42.6K 0.17% 196
2019
Q2 		$1.68M Sell
11,049
-5,029
-31% -$788K 0.17% 203
2019
Q1 		$2.55M Buy
16,078
+13,650
+562% +$2.12M 0.24% 125
2018
Q4 		$333K Buy
+2,428
New +$334K 0.05% 439

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

Seeyond's CRM Position: Q4 2022 in Review

Seeyond increased its Salesforce (CRM) stake by 198% in Q4 2022, buying an estimated $2.68M and bringing the position to 27,679 shares worth $3.67M. The position accounts for 0.36% of the portfolio, ranked #82.

Seeyond first reported a position in CRM in Q4 2018 and has held it in 17 quarters since. 2,023 funds tracked by Wall St. Rank hold CRM as of Q4 2022.

  • Seeyond held 27,679 shares of Salesforce worth $3.67M as of Q4 2022.
  • Seeyond bought 18,382 Salesforce shares in Q4 2022, an estimated $2.68M.
  • Salesforce made up 0.36% of Seeyond's portfolio in Q4 2022, its #82 holding.
  • Seeyond first reported a position in Salesforce in Q4 2018 and has held it in 17 quarters since.
  • 2,023 funds tracked by Wall St. Rank held Salesforce as of Q4 2022.

Based on Seeyond's 13F filing for Q4 2022, filed 13 Feb 2023.