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Blue Whale Capital’s Salesforce CRM Stock Holding History

Blue Whale 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
2021
Q3 		– Sell
-133,176
Closed -$32.5M – 21
2021
Q2 		$32.5M Sell
133,176
-10,000
-7% -$2.3M 3.7% 14
2021
Q1 		$30.3M Buy
143,176
+6,500
+5% +$1.45M 4% 12
2020
Q4 		$30.4M Buy
136,676
+37,400
+38% +$9.1M 4.33% 11
2020
Q3 		$24.9M Buy
99,276
+4,980
+5% +$1.09M 4.82% 12
2020
Q2 		$17.7M Buy
94,296
+21,000
+29% +$3.54M 4.78% 11
2020
Q1 		$10.5M Buy
73,296
+34,200
+87% +$5.86M 4.65% 10
2019
Q4 		$6.36M Buy
+39,096
New +$6.13M 3.19% 14

Other funds holding CRM

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Blue Whale Capital's CRM Position: Q3 2021 in Review

Blue Whale Capital sold out of Salesforce (CRM) in Q3 2021, closing a stake of 133,176 shares — an estimated $32.5M sold.

Blue Whale Capital first reported a position in CRM in Q4 2019 and held it in 7 quarters. The position peaked at $32.5M in Q2 2021. 2,180 funds tracked by Wall St. Rank hold CRM as of Q3 2021.

  • Blue Whale Capital reported no remaining Salesforce position as of Q3 2021 after selling out during the quarter.
  • Blue Whale Capital sold 133,176 Salesforce shares in Q3 2021, an estimated $32.5M.
  • Blue Whale Capital first reported a position in Salesforce in Q4 2019 and held it in 7 quarters.
  • Blue Whale Capital's Salesforce position peaked at $32.5M in Q2 2021.
  • 2,180 funds tracked by Wall St. Rank held Salesforce as of Q3 2021.

Based on Blue Whale Capital's 13F filing for Q3 2021, filed 12 Nov 2021.