Vaughan Nelson Investment Management’s Salesforce CRM Stock Holding History

Vaughan Nelson Investment 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
2024 Q2	–	Sell	-609,305	Closed	-$184M	–	203
2024 Q1	$184M	Sell	609,305 -286,923	-32%	-$82.8M	1.61%	20
2023 Q4	$236M	Sell	896,228 -29,410	-3%	-$6.66M	2.35%	7
2023 Q3	$188M	Buy	925,638 +24,243	+3%	+$5.24M	2.12%	7
2023 Q2	$190M	Sell	901,395 -180,863	-17%	-$36.9M	2.11%	10
2023 Q1	$216M	Buy	1,082,258 +34,010	+3%	+$5.74M	2.67%	5
2022 Q4	$139M	Buy	+1,048,248	New	+$153M	1.8%	13

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Vaughan Nelson Investment Management's CRM Position: Q2 2024 in Review

Vaughan Nelson Investment Management sold out of Salesforce (CRM) in Q2 2024, closing a stake of 609,305 shares — an estimated $184M sold.

Vaughan Nelson Investment Management first reported a position in CRM in Q4 2022 and held it in 6 quarters. The position peaked at $236M in Q4 2023. 2,621 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

Vaughan Nelson Investment Management reported no remaining Salesforce position as of Q2 2024 after selling out during the quarter.
Vaughan Nelson Investment Management sold 609,305 Salesforce shares in Q2 2024, an estimated $184M.
Vaughan Nelson Investment Management first reported a position in Salesforce in Q4 2022 and held it in 6 quarters.
Vaughan Nelson Investment Management's Salesforce position peaked at $236M in Q4 2023.
2,621 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on Vaughan Nelson Investment Management's 13F filing for Q2 2024, filed 19 Jul 2024.