Senator Investment Group’s Salesforce CRM Stock Holding History

Senator Investment Group’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	–	Sell	-200,000	Closed	-$40M	–	58
2023 Q1	$40M	Buy	+200,000	New	+$33.8M	2.18%	21
2021 Q4	–	Sell	-327,000	Closed	-$88.7M	–	98
2021 Q3	$88.7M	Buy	+327,000	New	+$83M	1.52%	20
2021 Q1	–	Sell	-190,000	Closed	-$42.3M	–	131
2020 Q4	$42.3M	Sell	190,000 -40,000	-17%	-$9.73M	0.8%	52
2020 Q3	$57.8M	Sell	230,000 -105,000	-31%	-$23M	1.69%	25
2020 Q2	$62.8M	Sell	335,000 -65,000	-16%	-$11M	2.17%	23
2020 Q1	$57.6M	Sell	400,000 -150,000	-27%	-$25.7M	2.09%	23
2019 Q4	$89.5M	Buy	+550,000	New	+$86.2M	2.45%	19

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

Senator Investment Group's CRM Position: Q2 2023 in Review

Senator Investment Group sold out of Salesforce (CRM) in Q2 2023, closing a stake of 200,000 shares — an estimated $40M sold.

Senator Investment Group first reported a position in CRM in Q4 2019 and held it in 7 quarters. The position peaked at $89.5M in Q4 2019. 2,293 funds tracked by Wall St. Rank hold CRM as of Q2 2023.

Senator Investment Group reported no remaining Salesforce position as of Q2 2023 after selling out during the quarter.
Senator Investment Group sold 200,000 Salesforce shares in Q2 2023, an estimated $40M.
Senator Investment Group first reported a position in Salesforce in Q4 2019 and held it in 7 quarters.
Senator Investment Group's Salesforce position peaked at $89.5M in Q4 2019.
2,293 funds tracked by Wall St. Rank held Salesforce as of Q2 2023.

Based on Senator Investment Group's 13F filing for Q2 2023, filed 11 Aug 2023.