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Ardmore Road Asset Management’s Salesforce CRM Stock Holding History

Ardmore Road Asset 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
2024
Q3 		– Sell
-50,000
Closed -$12.9M – 48
2024
Q2 		$12.9M Buy
+50,000
New +$13.4M 1.95% 23
2024
Q1 		– Sell
-11,000
Closed -$2.89M – 40
2023
Q4 		$2.89M Buy
+11,000
New +$2.49M 0.66% 29
2023
Q2 		– Sell
-75,000
Closed -$15M – 26
2023
Q1 		$15M Buy
+75,000
New +$12.7M 6.71% 4

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Ardmore Road Asset Management's CRM Position: Q3 2024 in Review

Ardmore Road Asset Management sold out of Salesforce (CRM) in Q3 2024, closing a stake of 50,000 shares — an estimated $12.9M sold.

Ardmore Road Asset Management first reported a position in CRM in Q1 2023 and held it in 3 quarters. The position peaked at $15M in Q1 2023. 2,648 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

  • Ardmore Road Asset Management reported no remaining Salesforce position as of Q3 2024 after selling out during the quarter.
  • Ardmore Road Asset Management sold 50,000 Salesforce shares in Q3 2024, an estimated $12.9M.
  • Ardmore Road Asset Management first reported a position in Salesforce in Q1 2023 and held it in 3 quarters.
  • Ardmore Road Asset Management's Salesforce position peaked at $15M in Q1 2023.
  • 2,648 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on Ardmore Road Asset Management's 13F filing for Q3 2024, filed 14 Nov 2024.