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Barrier Capital Management’s Salesforce CRM Stock Holding History

Barrier 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
2024
Q2 		– Sell
-31,267
Closed -$9.42M – 14
2024
Q1 		$9.42M Buy
31,267
+5,340
+21% +$1.54M 9.31% 4
2023
Q4 		$6.82M Sell
25,927
-3,339
-11% -$756K 7.65% 6
2023
Q3 		$5.93M Buy
29,266
+1,483
+5% +$320K 7.21% 5
2023
Q2 		$5.87M Hold
27,783
– – 6.14% 8
2023
Q1 		$5.55M Sell
27,783
-6,900
-20% -$1.17M 6.55% 8
2022
Q4 		$4.6M Sell
34,683
-18,165
-34% -$2.65M 6.82% 7
2022
Q3 		$7.6M Buy
52,848
+8,630
+20% +$1.46M 10.58% 3
2022
Q2 		$7.3M Buy
+44,218
New +$7.81M 9.44% 5

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 $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 $336B AUM 34.66% 1-Year Est. Return

Barrier Capital Management's CRM Position: Q2 2024 in Review

Barrier Capital Management sold out of Salesforce (CRM) in Q2 2024, closing a stake of 31,267 shares — an estimated $9.42M sold.

Barrier Capital Management first reported a position in CRM in Q2 2022 and held it in 8 quarters. The position peaked at $9.42M in Q1 2024. 2,622 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

  • Barrier Capital Management reported no remaining Salesforce position as of Q2 2024 after selling out during the quarter.
  • Barrier Capital Management sold 31,267 Salesforce shares in Q2 2024, an estimated $9.42M.
  • Barrier Capital Management first reported a position in Salesforce in Q2 2022 and held it in 8 quarters.
  • Barrier Capital Management's Salesforce position peaked at $9.42M in Q1 2024.
  • 2,622 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on Barrier Capital Management's 13F filing for Q2 2024, filed 13 Aug 2024.