Coatue Management
CRM icon

Coatue Management’s Salesforce CRM Stock Holding History

Coatue 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
Q3 		– Sell
-1,907,872
Closed -$491M – 84
2024
Q2 		$491M Sell
1,907,872
-2,792,964
-59% -$747M 1.91% 16
2024
Q1 		$1.42B Buy
4,700,836
+2,556,774
+119% +$738M 5.55% 4
2023
Q4 		$564M Buy
+2,144,062
New +$485M 2.37% 11
2023
Q2 		– Sell
-279,723
Closed -$55.9M – 93
2023
Q1 		$55.9M Buy
+279,723
New +$47.2M 0.37% 34
2022
Q3 		– Sell
-68,948
Closed -$11.4M – 85
2022
Q2 		$11.4M Buy
+68,948
New +$12.2M 0.14% 63
2020
Q1 		– Sell
-228,582
Closed -$37.2M – 208
2019
Q4 		$37.2M Hold
228,582
– – 0.3% 34
2019
Q3 		$33.9M Sell
228,582
-1,574,922
-87% -$239M 0.29% 41
2019
Q2 		$274M Sell
1,803,504
-114,161
-6% -$17.9M 2.31% 20
2019
Q1 		$304M Buy
1,917,665
+943,741
+97% +$146M 3.36% 14
2018
Q4 		$133M Buy
973,924
+836,563
+609% +$115M 1.58% 20
2018
Q3 		$21.8M Buy
+137,361
New +$20.4M 0.23% 29
2017
Q4 		– Sell
-1,088,872
Closed -$102M – 46
2017
Q3 		$102M Hold
1,088,872
– – 0.83% 25
2017
Q2 		$94.3M Buy
+1,088,872
New +$94.8M 0.85% 28
2015
Q3 		– Sell
-557,922
Closed -$38.8M – 59
2015
Q2 		$38.8M Buy
+557,922
New +$39.7M 0.39% 43
2014
Q3 		– Sell
-3,647,826
Closed -$212M – 49
2014
Q2 		$212M Buy
+3,647,826
New +$197M 2.64% 14

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Coatue Management's CRM Position: Q3 2024 in Review

Coatue Management sold out of Salesforce (CRM) in Q3 2024, closing a stake of 1,907,872 shares — an estimated $491M sold.

Coatue Management first reported a position in CRM in Q2 2014 and held it in 15 quarters. The position peaked at $1.42B in Q1 2024. 2,647 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

  • Coatue Management reported no remaining Salesforce position as of Q3 2024 after selling out during the quarter.
  • Coatue Management sold 1,907,872 Salesforce shares in Q3 2024, an estimated $491M.
  • Coatue Management first reported a position in Salesforce in Q2 2014 and held it in 15 quarters.
  • Coatue Management's Salesforce position peaked at $1.42B in Q1 2024.
  • 2,647 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on Coatue Management's 13F filing for Q3 2024, filed 14 Nov 2024.