CC
CRM icon

Commons Capital’s Salesforce CRM Stock Holding History

Commons 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
Q3 		– Sell
-2,139
Closed -$452K – 59
2023
Q2 		$452K Sell
2,139
-391
-15% -$79.8K 0.68% 33
2023
Q1 		$505K Sell
2,530
-113
-4% -$19.1K 0.81% 30
2022
Q4 		$350K Sell
2,643
-100
-4% -$14.6K 0.58% 50
2022
Q3 		$394K Sell
2,743
-490
-15% -$83.1K 0.62% 40
2022
Q2 		$534K Sell
3,233
-2,928
-48% -$517K 0.81% 35
2022
Q1 		$1.31M Sell
6,161
-946
-13% -$204K 1.41% 13
2021
Q4 		$1.81M Buy
+7,107
New +$2M 1.79% 9

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Commons Capital's CRM Position: Q3 2023 in Review

Commons Capital sold out of Salesforce (CRM) in Q3 2023, closing a stake of 2,139 shares — an estimated $452K sold.

Commons Capital first reported a position in CRM in Q4 2021 and held it in 7 quarters. The position peaked at $1.81M in Q4 2021. 2,285 funds tracked by Wall St. Rank hold CRM as of Q3 2023.

  • Commons Capital reported no remaining Salesforce position as of Q3 2023 after selling out during the quarter.
  • Commons Capital sold 2,139 Salesforce shares in Q3 2023, an estimated $452K.
  • Commons Capital first reported a position in Salesforce in Q4 2021 and held it in 7 quarters.
  • Commons Capital's Salesforce position peaked at $1.81M in Q4 2021.
  • 2,285 funds tracked by Wall St. Rank held Salesforce as of Q3 2023.

Based on Commons Capital's 13F filing for Q3 2023, filed 3 Nov 2023.