Appaloosa LP’s Salesforce CRM Stock Holding History

Appaloosa LP’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	-290,000	Closed	-$57.9M	–	42
2023 Q1	$57.9M	Sell	290,000 -10,000	-3%	-$1.69M	3.06%	12
2022 Q4	$39.8M	Buy	300,000 +110,000	+58%	+$16.1M	2.95%	11
2022 Q3	$27.3M	Sell	190,000 -10,000	-5%	-$1.7M	2.01%	12
2022 Q2	$33M	Buy	+200,000	New	+$35.3M	2.07%	14
2021 Q2	–	Sell	-385,000	Closed	-$81.6M	–	57
2021 Q1	$81.6M	Sell	385,000 -165,000	-30%	-$36.7M	1.17%	27
2020 Q4	$122M	Buy	550,000 +112,500	+26%	+$27.4M	1.83%	16
2020 Q3	$110M	Sell	437,500 -62,500	-13%	-$13.7M	1.94%	14
2020 Q2	$93.7M	Buy	500,000 +34,500	+7%	+$5.81M	1.63%	17
2020 Q1	$67M	Sell	465,500 -34,500	-7%	-$5.92M	2.05%	12
2019 Q4	$81.3M	Hold	500,000	–	–	2.04%	12
2019 Q3	$74.2M	Hold	500,000	–	–	2.17%	12
2019 Q2	$75.9M	Buy	500,000 +300,000	+150%	+$47M	0.82%	11
2019 Q1	$31.7M	Buy	+200,000	New	+$31M	0.91%	18

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

Appaloosa LP's CRM Position: Q2 2023 in Review

Appaloosa LP sold out of Salesforce (CRM) in Q2 2023, closing a stake of 290,000 shares — an estimated $57.9M sold.

Appaloosa LP first reported a position in CRM in Q1 2019 and held it in 13 quarters. The position peaked at $122M in Q4 2020. 2,293 funds tracked by Wall St. Rank hold CRM as of Q2 2023.

Appaloosa LP reported no remaining Salesforce position as of Q2 2023 after selling out during the quarter.
Appaloosa LP sold 290,000 Salesforce shares in Q2 2023, an estimated $57.9M.
Appaloosa LP first reported a position in Salesforce in Q1 2019 and held it in 13 quarters.
Appaloosa LP's Salesforce position peaked at $122M in Q4 2020.
2,293 funds tracked by Wall St. Rank held Salesforce as of Q2 2023.

Based on Appaloosa LP's 13F filing for Q2 2023, filed 14 Aug 2023.