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BWCP LP’s Salesforce CRM Stock Holding History

BWCP LP’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
-58,670
Closed -$17.7M – 23
2024
Q1 		$17.7M Buy
58,670
+7,524
+15% +$2.17M 4.53% 12
2023
Q4 		$13.5M Buy
51,146
+6,651
+15% +$1.51M 4.44% 8
2023
Q3 		$9.02M Sell
44,495
-11,716
-21% -$2.53M 3.24% 18
2023
Q2 		$11.9M Buy
56,211
+9,653
+21% +$1.97M 4.2% 13
2023
Q1 		$9.3M Buy
+46,558
New +$7.86M 3.64% 17

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

BWCP LP's CRM Position: Q2 2024 in Review

BWCP LP sold out of Salesforce (CRM) in Q2 2024, closing a stake of 58,670 shares — an estimated $17.7M sold.

BWCP LP first reported a position in CRM in Q1 2023 and held it in 5 quarters. The position peaked at $17.7M in Q1 2024. 2,621 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

  • BWCP LP reported no remaining Salesforce position as of Q2 2024 after selling out during the quarter.
  • BWCP LP sold 58,670 Salesforce shares in Q2 2024, an estimated $17.7M.
  • BWCP LP first reported a position in Salesforce in Q1 2023 and held it in 5 quarters.
  • BWCP LP's Salesforce position peaked at $17.7M in Q1 2024.
  • 2,621 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on BWCP LP's 13F filing for Q2 2024, filed 14 Aug 2024.