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Clearline Capital’s Salesforce CRM Stock Holding History

Clearline 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
2023
Q1 		– Sell
-49,206
Closed -$6.52M – 115
2022
Q4 		$6.52M Buy
49,206
+43,735
+799% +$6.38M 1.17% 25
2022
Q3 		$787K Sell
5,471
-1,729
-24% -$293K 0.09% 104
2022
Q2 		$1.19M Buy
+7,200
New +$1.27M 0.15% 86
2021
Q2 		– Sell
-25,706
Closed -$5.45M – 151
2021
Q1 		$5.45M Sell
25,706
-739
-3% -$165K 0.71% 36
2020
Q4 		$5.88M Buy
+26,445
New +$6.43M 1.31% 27

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Clearline Capital's CRM Position: Q1 2023 in Review

Clearline Capital sold out of Salesforce (CRM) in Q1 2023, closing a stake of 49,206 shares — an estimated $6.52M sold.

Clearline Capital first reported a position in CRM in Q4 2020 and held it in 5 quarters. The position peaked at $6.52M in Q4 2022. 2,176 funds tracked by Wall St. Rank hold CRM as of Q1 2023.

  • Clearline Capital reported no remaining Salesforce position as of Q1 2023 after selling out during the quarter.
  • Clearline Capital sold 49,206 Salesforce shares in Q1 2023, an estimated $6.52M.
  • Clearline Capital first reported a position in Salesforce in Q4 2020 and held it in 5 quarters.
  • Clearline Capital's Salesforce position peaked at $6.52M in Q4 2022.
  • 2,176 funds tracked by Wall St. Rank held Salesforce as of Q1 2023.

Based on Clearline Capital's 13F filing for Q1 2023, filed 15 May 2023.