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Avalon Capital Management’s Salesforce CRM Stock Holding History

Avalon 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
2022
Q3 		– Sell
-1,349
Closed -$223K – 58
2022
Q2 		$223K Hold
1,349
– – 0.09% 55
2022
Q1 		$237K Buy
1,349
+100
+8% +$21.5K 0.09% 60
2021
Q4 		$317K Hold
1,249
– – 0.14% 47
2021
Q3 		$339K Buy
+1,249
New +$317K 0.19% 32

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Avalon Capital Management's CRM Position: Q3 2022 in Review

Avalon Capital Management sold out of Salesforce (CRM) in Q3 2022, closing a stake of 1,349 shares — an estimated $223K sold.

Avalon Capital Management first reported a position in CRM in Q3 2021 and held it in 4 quarters. The position peaked at $339K in Q3 2021. 2,056 funds tracked by Wall St. Rank hold CRM as of Q3 2022.

  • Avalon Capital Management reported no remaining Salesforce position as of Q3 2022 after selling out during the quarter.
  • Avalon Capital Management sold 1,349 Salesforce shares in Q3 2022, an estimated $223K.
  • Avalon Capital Management first reported a position in Salesforce in Q3 2021 and held it in 4 quarters.
  • Avalon Capital Management's Salesforce position peaked at $339K in Q3 2021.
  • 2,056 funds tracked by Wall St. Rank held Salesforce as of Q3 2022.

Based on Avalon Capital Management's 13F filing for Q3 2022, filed 19 Oct 2022.