CCM
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Carlson Capital Management’s Salesforce CRM Stock Holding History

Carlson 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
2024
Q1 		– Sell
-1,447
Closed -$381K – 122
2023
Q4 		$381K Sell
1,447
-38
-3% -$8.6K 0.02% 137
2023
Q3 		$301K Buy
+1,485
New +$321K 0.02% 135
2022
Q1 		– Sell
-926
Closed -$235K – 177
2021
Q4 		$235K Buy
926
+147
+19% +$41.3K 0.02% 149
2021
Q3 		$211K Buy
+779
New +$198K 0.02% 155

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

Carlson Capital Management's CRM Position: Q1 2024 in Review

Carlson Capital Management sold out of Salesforce (CRM) in Q1 2024, closing a stake of 1,447 shares — an estimated $381K sold.

Carlson Capital Management first reported a position in CRM in Q3 2021 and held it in 4 quarters. The position peaked at $381K in Q4 2023. 2,763 funds tracked by Wall St. Rank hold CRM as of Q1 2024.

  • Carlson Capital Management reported no remaining Salesforce position as of Q1 2024 after selling out during the quarter.
  • Carlson Capital Management sold 1,447 Salesforce shares in Q1 2024, an estimated $381K.
  • Carlson Capital Management first reported a position in Salesforce in Q3 2021 and held it in 4 quarters.
  • Carlson Capital Management's Salesforce position peaked at $381K in Q4 2023.
  • 2,763 funds tracked by Wall St. Rank held Salesforce as of Q1 2024.

Based on Carlson Capital Management's 13F filing for Q1 2024, filed 12 Apr 2024.