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Thematics Asset Management’s Salesforce CRM Stock Holding History

Thematics Asset Management’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
Q1 		– Sell
-99,136
Closed -$13.1M – 144
2022
Q4 		$13.1M Buy
+99,136
New +$14.5M 0.8% 40

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Thematics Asset Management's CRM Position: Q1 2023 in Review

Thematics Asset Management sold out of Salesforce (CRM) in Q1 2023, closing a stake of 99,136 shares — an estimated $13.1M sold.

Thematics Asset Management first reported a position in CRM in Q4 2022 and held it in 1 quarter. The position peaked at $13.1M in Q4 2022. 2,175 funds tracked by Wall St. Rank hold CRM as of Q1 2023.

  • Thematics Asset Management reported no remaining Salesforce position as of Q1 2023 after selling out during the quarter.
  • Thematics Asset Management sold 99,136 Salesforce shares in Q1 2023, an estimated $13.1M.
  • Thematics Asset Management first reported a position in Salesforce in Q4 2022 and held it in 1 quarter.
  • Thematics Asset Management's Salesforce position peaked at $13.1M in Q4 2022.
  • 2,175 funds tracked by Wall St. Rank held Salesforce as of Q1 2023.

Based on Thematics Asset Management's 13F filing for Q1 2023, filed 12 May 2023.