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Chase Coleman’s Salesforce CRM Stock Holding History

Chase Coleman’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
Q2 		– Sell
-387,700
Closed -$82.3M – 77
2022
Q1 		$82.3M Hold
387,700
– – 0.31% 44
2021
Q4 		$98.5M Hold
387,700
– – 0.21% 64
2021
Q3 		$105M Hold
387,700
– – 0.2% 58
2021
Q2 		$94.7M Sell
387,700
-1,901,000
-83% -$438M 0.18% 57
2021
Q1 		$485M Hold
2,288,700
– – 1.12% 27
2020
Q4 		$509M Hold
2,288,700
– – 1.3% 22
2020
Q3 		$575M Sell
2,288,700
-41,000
-2% -$8.98M 1.62% 20
2020
Q2 		$436M Buy
2,329,700
+1,197,596
+106% +$202M 1.69% 18
2020
Q1 		$163M Buy
1,132,104
+393,104
+53% +$67.4M 0.98% 31
2019
Q4 		$120M Sell
739,000
-1,668,739
-69% -$262M 0.66% 30
2019
Q3 		$357M Buy
2,407,739
+121,000
+5% +$18.4M 1.89% 15
2019
Q2 		$347M Hold
2,286,739
– – 1.88% 15
2019
Q1 		$362M Hold
2,286,739
– – 2% 14
2018
Q4 		$313M Sell
2,286,739
-71,261
-3% -$9.8M 2.09% 16
2018
Q3 		$375M Hold
2,358,000
– – 1.78% 16
2018
Q2 		$322M Buy
2,358,000
+100,000
+4% +$12.8M 1.67% 17
2018
Q1 		$263M Buy
2,258,000
+1,513,000
+203% +$174M 1.75% 17
2017
Q4 		$76.2M Buy
+745,000
New +$75.9M 0.6% 26

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Chase Coleman's CRM Position: Q2 2022 in Review

Chase Coleman sold out of Salesforce (CRM) in Q2 2022, closing a stake of 387,700 shares — an estimated $82.3M sold.

Chase Coleman first reported a position in CRM in Q4 2017 and held it in 18 quarters. The position peaked at $575M in Q3 2020. 2,137 funds tracked by Wall St. Rank hold CRM as of Q2 2022.

  • Chase Coleman reported no remaining Salesforce position as of Q2 2022 after selling out during the quarter.
  • Chase Coleman sold 387,700 Salesforce shares in Q2 2022, an estimated $82.3M.
  • Chase Coleman first reported a position in Salesforce in Q4 2017 and held it in 18 quarters.
  • Chase Coleman's Salesforce position peaked at $575M in Q3 2020.
  • 2,137 funds tracked by Wall St. Rank held Salesforce as of Q2 2022.

Based on Tiger Global Management's 13F filing for Q2 2022, filed 15 Aug 2022.