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Capitolis Advisors’s Salesforce CRM Stock Holding History

Capitolis Advisors’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
2022
Q4 		– Sell
-2,683
Closed -$386K – 17
2022
Q3 		$386K Hold
2,683
– – 0.03% 51
2022
Q2 		$443K Sell
2,683
-1,080
-29% -$191K 0.02% 92
2022
Q1 		$799K Sell
3,763
-228,529
-98% -$49.2M 0.04% 86
2021
Q4 		$59M Buy
232,292
+200,000
+619% +$56.2M 0.35% 65
2021
Q3 		$9.42M Buy
32,292
+31,212
+2,890% +$7.93M 0.09% 177
2021
Q2 		$264K Sell
1,080
-157,195
-99% -$36.2M ﹤0.01% 370
2021
Q1 		$33.5M Buy
158,275
+66,567
+73% +$14.8M 0.58% 39
2020
Q4 		$20.4M Buy
+91,708
New +$22.3M 0.34% 67

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capitolis Advisors's CRM Position: Q4 2022 in Review

Capitolis Advisors sold out of Salesforce (CRM) in Q4 2022, closing a stake of 2,683 shares — an estimated $386K sold.

Capitolis Advisors first reported a position in CRM in Q4 2020 and held it in 8 quarters. The position peaked at $59M in Q4 2021. 2,023 funds tracked by Wall St. Rank hold CRM as of Q4 2022.

  • Capitolis Advisors reported no remaining Salesforce position as of Q4 2022 after selling out during the quarter.
  • Capitolis Advisors sold 2,683 Salesforce shares in Q4 2022, an estimated $386K.
  • Capitolis Advisors first reported a position in Salesforce in Q4 2020 and held it in 8 quarters.
  • Capitolis Advisors's Salesforce position peaked at $59M in Q4 2021.
  • 2,023 funds tracked by Wall St. Rank held Salesforce as of Q4 2022.

Based on Capitolis Advisors's 13F filing for Q4 2022.