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Arcus Capital Partners’s Salesforce CRM Stock Holding History

Arcus Capital Partners’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
Q3 		– Sell
-3,387
Closed -$871K – 116
2024
Q2 		$871K Buy
+3,387
New +$906K 0.34% 43
2023
Q1 		– Sell
-19
Closed -$2.52K – 166
2022
Q4 		$2.52K Buy
+19
New +$2.77K ﹤0.01% 325
2022
Q1 		– Sell
-797
Closed -$203K – 106
2021
Q4 		$203K Buy
+797
New +$224K 0.07% 108

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

Arcus Capital Partners's CRM Position: Q3 2024 in Review

Arcus Capital Partners sold out of Salesforce (CRM) in Q3 2024, closing a stake of 3,387 shares — an estimated $871K sold.

Arcus Capital Partners first reported a position in CRM in Q4 2021 and held it in 3 quarters. The position peaked at $871K in Q2 2024. 2,652 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

  • Arcus Capital Partners reported no remaining Salesforce position as of Q3 2024 after selling out during the quarter.
  • Arcus Capital Partners sold 3,387 Salesforce shares in Q3 2024, an estimated $871K.
  • Arcus Capital Partners first reported a position in Salesforce in Q4 2021 and held it in 3 quarters.
  • Arcus Capital Partners's Salesforce position peaked at $871K in Q2 2024.
  • 2,652 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on Arcus Capital Partners's 13F filing for Q3 2024, filed 4 Nov 2024.