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Brant Point Investment Management’s Salesforce CRM Stock Holding History

Brant Point Investment 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
Q1 		– Sell
-100
Closed -$2.63M – 107
2023
Q4 		$2.63M Buy
+100
New +$22.6K 0.21% 84

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Brant Point Investment Management's CRM Position: Q3 2022 in Review

Brant Point Investment Management sold out of Salesforce (CRM) in Q3 2022, closing a stake of 32,200 shares — an estimated $5.31M sold.

Brant Point Investment Management first reported a position in CRM in Q2 2022 and held it in 1 quarter. The position peaked at $5.31M in Q2 2022. 2,056 funds tracked by Wall St. Rank hold CRM as of Q3 2022.

  • Brant Point Investment Management reported no remaining Salesforce position as of Q3 2022 after selling out during the quarter.
  • Brant Point Investment Management sold 32,200 Salesforce shares in Q3 2022, an estimated $5.31M.
  • Brant Point Investment Management first reported a position in Salesforce in Q2 2022 and held it in 1 quarter.
  • Brant Point Investment Management's Salesforce position peaked at $5.31M in Q2 2022.
  • 2,056 funds tracked by Wall St. Rank held Salesforce as of Q3 2022.

Based on Brant Point Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.