Alkeon Capital Management’s Salesforce CRM Stock Holding History

Alkeon Capital 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
2026 Q1	–	Sell	-1,400,000	Closed	-$371M	–	108
2025 Q4	$371M	Hold	1,400,000	–	–	0.59%	37
2025 Q3	$332M	Hold	1,400,000	–	–	0.49%	39
2025 Q2	$382M	Buy	1,400,000 +400,000	+40%	+$107M	0.64%	31
2025 Q1	$268M	Buy	+1,000,000	New	+$311M	0.56%	36
2022 Q4	–	Sell	-980,000	Closed	-$141M	–	130
2022 Q3	$141M	Hold	980,000	–	–	0.46%	50
2022 Q2	$162M	Hold	980,000	–	–	0.44%	52
2022 Q1	$208M	Buy	+980,000	New	+$211M	0.42%	53
2020 Q2	–	Sell	-1,200,000	Closed	-$173M	–	150
2020 Q1	$173M	Buy	+1,200,000	New	+$206M	0.74%	34
2019 Q4	–	Sell	-1,997,000	Closed	-$296M	–	141
2019 Q3	$296M	Buy	1,997,000 +1,497,000	+299%	+$228M	1.05%	11
2019 Q2	$75.9M	Buy	+500,000	New	+$78.4M	0.3%	66

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Alkeon Capital Management's CRM Position: Q1 2021 in Review

Alkeon Capital Management sold out of Salesforce (CRM) in Q1 2021, closing a stake of 954,843 shares — an estimated $212M sold.

Alkeon Capital Management first reported a position in CRM in Q3 2020 and held it in 2 quarters. The position peaked at $327M in Q3 2020. 1,984 funds tracked by Wall St. Rank hold CRM as of Q1 2021.

Alkeon Capital Management reported no remaining Salesforce position as of Q1 2021 after selling out during the quarter.
Alkeon Capital Management sold 954,843 Salesforce shares in Q1 2021, an estimated $212M.
Alkeon Capital Management first reported a position in Salesforce in Q3 2020 and held it in 2 quarters.
Alkeon Capital Management's Salesforce position peaked at $327M in Q3 2020.
1,984 funds tracked by Wall St. Rank held Salesforce as of Q1 2021.

Based on Alkeon Capital Management's 13F filing for Q1 2021, filed 17 May 2021.