Carlson Capital’s Salesforce CRM Stock Holding History

Carlson Capital’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
2019 Q3	–	Sell	-500	Closed	-$486K	–	242
2019 Q2	$486K	Buy	+500	New	+$78.4K	0.01%	245

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Carlson Capital's CRM Position: Q1 2023 in Review

Carlson Capital sold out of Salesforce (CRM) in Q1 2023, closing a stake of 38,600 shares — an estimated $5.12M sold.

Carlson Capital first reported a position in CRM in Q2 2013 and held it in 28 quarters. The position peaked at $34.3M in Q2 2013. 2,175 funds tracked by Wall St. Rank hold CRM as of Q1 2023.

Carlson Capital reported no remaining Salesforce position as of Q1 2023 after selling out during the quarter.
Carlson Capital sold 38,600 Salesforce shares in Q1 2023, an estimated $5.12M.
Carlson Capital first reported a position in Salesforce in Q2 2013 and held it in 28 quarters.
Carlson Capital's Salesforce position peaked at $34.3M in Q2 2013.
2,175 funds tracked by Wall St. Rank held Salesforce as of Q1 2023.

Based on Carlson Capital's 13F filing for Q1 2023, filed 12 May 2023.