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Alta Park Capital’s Salesforce CRM Stock Holding History

Alta Park Capital’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
-94,037
Closed -$28.3M – 32
2024
Q1 		$28.3M Buy
94,037
+4,222
+5% +$1.22M 2.85% 16
2023
Q4 		$23.6M Buy
+89,815
New +$20.3M 2.43% 18
2023
Q3 		– Sell
-177,471
Closed -$37.5M – 32
2023
Q2 		$37.5M Sell
177,471
-33,576
-16% -$6.85M 3.82% 11
2023
Q1 		$42.2M Sell
211,047
-105,453
-33% -$17.8M 3.92% 11
2022
Q4 		$42M Buy
+316,500
New +$46.2M 5.87% 4
2022
Q2 		– Sell
-128,366
Closed -$27.3M – 19
2022
Q1 		$27.3M Sell
128,366
-133,664
-51% -$28.8M 3.17% 14
2021
Q4 		$66.6M Sell
262,030
-13,770
-5% -$3.87M 5.15% 6
2021
Q3 		$74.8M Buy
275,800
+109,300
+66% +$27.8M 5.47% 4
2021
Q2 		$40.7M Buy
+166,500
New +$38.4M 3.28% 14
2019
Q1 		– Sell
-67,000
Closed -$9.18M – 27
2018
Q4 		$9.18M Buy
+67,000
New +$9.22M 4.32% 6
2018
Q2 		– Sell
-50,400
Closed -$5.86M – 32
2018
Q1 		$5.86M Buy
50,400
+39,800
+375% +$4.57M 4.43% 10
2017
Q4 		$1.08M Sell
10,600
-36,400
-77% -$3.71M 0.85% 25
2017
Q3 		$4.39M Sell
47,000
-13,000
-22% -$1.2M 3.36% 15
2017
Q2 		$5.2M Hold
60,000
– – 4.38% 8
2017
Q1 		$4.95M Buy
+60,000
New +$4.79M 5.05% 7
2016
Q1 		– Sell
-42,000
Closed -$3.29M – 30
2015
Q4 		$3.29M Buy
+42,000
New +$3.28M 2.68% 16

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Alta Park Capital's CRM Position: Q2 2024 in Review

Alta Park Capital sold out of Salesforce (CRM) in Q2 2024, closing a stake of 94,037 shares — an estimated $28.3M sold.

Alta Park Capital first reported a position in CRM in Q4 2015 and held it in 16 quarters. The position peaked at $74.8M in Q3 2021. 2,625 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

  • Alta Park Capital reported no remaining Salesforce position as of Q2 2024 after selling out during the quarter.
  • Alta Park Capital sold 94,037 Salesforce shares in Q2 2024, an estimated $28.3M.
  • Alta Park Capital first reported a position in Salesforce in Q4 2015 and held it in 16 quarters.
  • Alta Park Capital's Salesforce position peaked at $74.8M in Q3 2021.
  • 2,625 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on Alta Park Capital's 13F filing for Q2 2024, filed 14 Aug 2024.