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Alpha Capital Management’s Salesforce CRM Stock Holding History

Alpha 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
2023
Q3 		– Sell
-25,282
Closed -$3.35M – 112
2023
Q2 		$3.35M Hold
25,282
– – 0.84% 46
2023
Q1 		$3.35M Hold
25,282
– – 0.84% 46
2022
Q4 		$3.35M Sell
25,282
-383
-1% -$55.9K 0.84% 46
2022
Q3 		$3.69M Buy
25,665
+1,287
+5% +$218K 0.98% 36
2022
Q2 		$4.02M Buy
24,378
+2,883
+13% +$509K 1.1% 27
2022
Q1 		$4.56M Buy
21,495
+2,103
+11% +$453K 0.99% 26
2021
Q4 		$4.93M Buy
19,392
+6,236
+47% +$1.75M 1.09% 26
2021
Q3 		$3.57M Buy
13,156
+167
+1% +$42.4K 0.85% 39
2021
Q2 		$3.17M Sell
12,989
-285
-2% -$65.7K 0.74% 44
2021
Q1 		$2.81M Buy
13,274
+332
+3% +$73.9K 0.72% 42
2020
Q4 		$2.88M Buy
12,942
+896
+7% +$218K 0.73% 44
2020
Q3 		$3.03M Buy
12,046
+1,479
+14% +$324K 0.87% 37
2020
Q2 		$1.98M Buy
10,567
+1,558
+17% +$263K 0.68% 55
2020
Q1 		$1.3M Buy
9,009
+452
+5% +$77.5K 0.57% 62
2019
Q4 		$1.39M Sell
8,557
-714
-8% -$112K 0.51% 69
2019
Q3 		$1.38M Buy
9,271
+222
+2% +$33.7K 0.51% 68
2019
Q2 		$1.37M Buy
+9,049
New +$1.42M 0.52% 68

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Alpha Capital Management's CRM Position: Q3 2023 in Review

Alpha Capital Management sold out of Salesforce (CRM) in Q3 2023, closing a stake of 25,282 shares — an estimated $3.35M sold.

Alpha Capital Management first reported a position in CRM in Q2 2019 and held it in 17 quarters. The position peaked at $4.93M in Q4 2021. 2,286 funds tracked by Wall St. Rank hold CRM as of Q3 2023.

  • Alpha Capital Management reported no remaining Salesforce position as of Q3 2023 after selling out during the quarter.
  • Alpha Capital Management sold 25,282 Salesforce shares in Q3 2023, an estimated $3.35M.
  • Alpha Capital Management first reported a position in Salesforce in Q2 2019 and held it in 17 quarters.
  • Alpha Capital Management's Salesforce position peaked at $4.93M in Q4 2021.
  • 2,286 funds tracked by Wall St. Rank held Salesforce as of Q3 2023.

Based on Alpha Capital Management's 13F filing for Q3 2023, filed 17 Oct 2023.