YCG LLC’s Salesforce CRM Stock Holding History

YCG LLC’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	-5,076	Closed	-$1.01M	–	43
2023 Q1	$1.01M	Hold	5,076	–	–	0.1%	39
2022 Q4	$673K	Hold	5,076	–	–	0.07%	39
2022 Q3	$739K	Hold	5,076	–	–	0.09%	39
2022 Q2	$838K	Hold	5,076	–	–	0.09%	40
2022 Q1	$1.08M	Buy	+5,076	New	+$1.09M	0.1%	40

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

YCG LLC's CRM Position: Q2 2023 in Review

YCG LLC sold out of Salesforce (CRM) in Q2 2023, closing a stake of 5,076 shares — an estimated $1.01M sold.

YCG LLC first reported a position in CRM in Q1 2022 and held it in 5 quarters. The position peaked at $1.08M in Q1 2022. 2,294 funds tracked by Wall St. Rank hold CRM as of Q2 2023.

YCG LLC reported no remaining Salesforce position as of Q2 2023 after selling out during the quarter.
YCG LLC sold 5,076 Salesforce shares in Q2 2023, an estimated $1.01M.
YCG LLC first reported a position in Salesforce in Q1 2022 and held it in 5 quarters.
YCG LLC's Salesforce position peaked at $1.08M in Q1 2022.
2,294 funds tracked by Wall St. Rank held Salesforce as of Q2 2023.

Based on YCG LLC's 13F filing for Q2 2023, filed 14 Aug 2023.