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Blue Fin Capital’s Salesforce CRM Stock Holding History

Blue Fin Capital’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
-2,257
Closed -$580K – 142
2024
Q2 		$580K Sell
2,257
-124
-5% -$33.2K 0.12% 90
2024
Q1 		$717K Buy
2,381
+31
+1% +$8.95K 0.16% 83
2023
Q4 		$618K Buy
2,350
+76
+3% +$17.2K 0.16% 85
2023
Q3 		$461K Buy
2,274
+144
+7% +$31.1K 0.13% 92
2023
Q2 		$450K Buy
2,130
+14
+0.7% +$2.86K 0.13% 94
2023
Q1 		$407K Sell
2,116
-27
-1% -$4.56K 0.13% 99
2022
Q4 		$284K Sell
2,143
-319
-13% -$46.5K 0.1% 110
2022
Q3 		$354K Buy
2,462
+100
+4% +$17K 0.13% 94
2022
Q2 		$389K Buy
2,362
+205
+10% +$36.2K 0.14% 93
2022
Q1 		$457K Buy
2,157
+253
+13% +$54.4K 0.13% 91
2021
Q4 		$483K Buy
1,904
+737
+63% +$207K 0.13% 90
2021
Q3 		$316K Buy
+1,167
New +$296K 0.1% 101

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

Blue Fin Capital's CRM Position: Q3 2024 in Review

Blue Fin Capital sold out of Salesforce (CRM) in Q3 2024, closing a stake of 2,257 shares — an estimated $580K sold.

Blue Fin Capital first reported a position in CRM in Q3 2021 and held it in 12 quarters. The position peaked at $717K in Q1 2024. 2,648 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

  • Blue Fin Capital reported no remaining Salesforce position as of Q3 2024 after selling out during the quarter.
  • Blue Fin Capital sold 2,257 Salesforce shares in Q3 2024, an estimated $580K.
  • Blue Fin Capital first reported a position in Salesforce in Q3 2021 and held it in 12 quarters.
  • Blue Fin Capital's Salesforce position peaked at $717K in Q1 2024.
  • 2,648 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on Blue Fin Capital's 13F filing for Q3 2024, filed 5 Nov 2024.