TFM
CRM icon

TPI Fund Managers’s Salesforce CRM Stock Holding History

TPI Fund Managers’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 		– Sell
-63,054
Closed -$13.4M – 36
2022
Q1 		$13.4M Buy
63,054
+3,025
+5% +$651K 1.72% 27
2021
Q4 		$15.3M Buy
60,029
+24,648
+70% +$6.93M 1.88% 29
2021
Q3 		$9.6M Buy
35,381
+215
+0.6% +$54.6K 1.3% 34
2021
Q2 		$8.59M Buy
35,166
+4,361
+14% +$1.01M 1.18% 35
2021
Q1 		$6.53M Buy
30,805
+988
+3% +$220K 1.02% 34
2020
Q4 		$6.63M Buy
29,817
+2,354
+9% +$572K 1.13% 36
2020
Q3 		$6.9M Buy
+27,463
New +$6.01M 1.47% 29

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

TPI Fund Managers's CRM Position: Q2 2022 in Review

TPI Fund Managers sold out of Salesforce (CRM) in Q2 2022, closing a stake of 63,054 shares — an estimated $13.4M sold.

TPI Fund Managers first reported a position in CRM in Q3 2020 and held it in 7 quarters. The position peaked at $15.3M in Q4 2021. 2,136 funds tracked by Wall St. Rank hold CRM as of Q2 2022.

  • TPI Fund Managers reported no remaining Salesforce position as of Q2 2022 after selling out during the quarter.
  • TPI Fund Managers sold 63,054 Salesforce shares in Q2 2022, an estimated $13.4M.
  • TPI Fund Managers first reported a position in Salesforce in Q3 2020 and held it in 7 quarters.
  • TPI Fund Managers's Salesforce position peaked at $15.3M in Q4 2021.
  • 2,136 funds tracked by Wall St. Rank held Salesforce as of Q2 2022.

Based on TPI Fund Managers's 13F filing for Q2 2022, filed 8 Aug 2022.