Bluefin Capital Management’s Salesforce CRM Stock Holding History

Bluefin 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
2026 Q1	–	Sell	-32,000	Closed	-$3.36K	–	137
2025 Q4	$3.36K	Buy	+32,000	New	+$7.95M	﹤0.01%	172
2023 Q1	–	Sell	-55,800	Closed	-$1.06K	–	289
2022 Q4	$1.06K	Buy	+55,800	New	+$8.14M	﹤0.01%	445
2021 Q4	–	Sell	-37,100	Closed	-$56K	–	964
2021 Q3	$56K	Buy	+37,100	New	+$9.42M	0.01%	554
2019 Q4	–	Sell	-11,000	Closed	-$21K	–	628
2019 Q3	$21K	Buy	+11,000	New	+$1.67M	﹤0.01%	431
2016 Q1	–	Sell	-23,400	Closed	-$378K	–	516
2015 Q4	$378K	Buy	23,400 +4,400	+23%	+$344K	0.03%	339
2015 Q3	$184K	Buy	+19,000	New	+$1.35M	0.01%	351
2015 Q1	–	Sell	-11,100	Closed	-$82K	–	457
2014 Q4	$82K	Buy	+11,100	New	+$654K	﹤0.01%	582

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bluefin Capital Management's CRM Position: Q4 2022 in Review

Bluefin Capital Management sold out of Salesforce (CRM) in Q4 2022, closing a stake of 3,000 shares — an estimated $438K sold.

Bluefin Capital Management first reported a position in CRM in Q2 2014 and held it in 12 quarters. The position peaked at $5.54M in Q4 2019. 2,024 funds tracked by Wall St. Rank hold CRM as of Q4 2022.

Bluefin Capital Management reported no remaining Salesforce position as of Q4 2022 after selling out during the quarter.
Bluefin Capital Management sold 3,000 Salesforce shares in Q4 2022, an estimated $438K.
Bluefin Capital Management first reported a position in Salesforce in Q2 2014 and held it in 12 quarters.
Bluefin Capital Management's Salesforce position peaked at $5.54M in Q4 2019.
2,024 funds tracked by Wall St. Rank held Salesforce as of Q4 2022.

Based on Bluefin Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.