Credit Suisse’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-890,784
| Closed | -$226M | – | 3732 |
|
|
2021
Q4 | $226M | Sell |
890,784
-239,400
| -21% | -$67.3M | 0.12% | 155 |
|
|
2021
Q3 | $307M | Sell |
1,130,184
-184,316
| -14% | -$46.8M | 0.17% | 101 |
|
|
2021
Q2 | $323M | Sell |
1,314,500
-176,200
| -12% | -$40.6M | 0.17% | 96 |
|
|
2021
Q1 | $316M | Sell |
1,490,700
-91,000
| -6% | -$20.3M | 0.16% | 113 |
|
|
2020
Q4 | $352M | Buy |
1,581,700
+633,400
| +67% | +$154M | 0.17% | 108 |
|
|
2020
Q3 | $238M | Buy |
948,300
+366,200
| +63% | +$80.2M | 0.15% | 133 |
|
|
2020
Q2 | $109M | Buy |
582,100
+44,900
| +8% | +$7.57M | 0.08% | 257 |
|
|
2020
Q1 | $77.3M | Buy |
537,200
+216,600
| +68% | +$37.1M | 0.07% | 285 |
|
|
2019
Q4 | $52.1M | Buy |
320,600
+179,900
| +128% | +$28.2M | 0.04% | 531 |
|
|
2019
Q3 | $20.9M | Buy |
140,700
+31,500
| +29% | +$4.79M | 0.02% | 886 |
|
|
2019
Q2 | $16.6M | Buy |
109,200
+65,700
| +151% | +$10.3M | 0.01% | 1025 |
|
|
2019
Q1 | $6.89M | Buy |
+43,500
| New | +$6.74M | 0.01% | 1474 |
|
|
2018
Q2 | – | Sell |
-85,000
| Closed | -$9.89M | – | 3994 |
|
|
2018
Q1 | $9.89M | Sell |
85,000
-160,300
| -65% | -$18.4M | 0.01% | 1248 |
|
|
2017
Q4 | $25.1M | Buy |
245,300
+40,000
| +19% | +$4.08M | 0.02% | 769 |
|
|
2017
Q3 | $19.2M | Buy |
205,300
+27,300
| +15% | +$2.51M | 0.02% | 858 |
|
|
2017
Q2 | $15.4M | Buy |
178,000
+78,000
| +78% | +$6.79M | 0.02% | 942 |
|
|
2017
Q1 | $8.25M | Buy |
100,000
+27,900
| +39% | +$2.23M | 0.01% | 1319 |
|
|
2016
Q4 | $4.94M | Buy |
+72,100
| New | +$5.23M | ﹤0.01% | 1658 |
|
|
2016
Q2 | – | Sell |
-150,000
| Closed | -$11.1M | – | 4210 |
|
|
2016
Q1 | $11.1M | Buy |
+150,000
| New | +$10.3M | 0.01% | 1056 |
|
|
2015
Q2 | – | Sell |
-22,000
| Closed | -$1.47M | – | 4527 |
|
|
2015
Q1 | $1.47M | Buy |
22,000
+12,000
| +120% | +$744K | ﹤0.01% | 2664 |
|
|
2014
Q4 | $593K | Sell |
10,000
-830,100
| -99% | -$48.9M | ﹤0.01% | 3573 |
|
|
2014
Q3 | $48.3M | Buy |
840,100
+630,700
| +301% | +$35.5M | 0.04% | 520 |
|
|
2014
Q2 | $12.2M | Buy |
+209,400
| New | +$11.3M | 0.01% | 1249 |
|
|
2013
Q4 | – | Sell |
-21,000
| Closed | -$1.09M | – | 4591 |
|
|
2013
Q3 | $1.09M | Hold |
21,000
| – | – | ﹤0.01% | 2883 |
|
|
2013
Q2 | $802K | Buy |
+21,000
| New | +$867K | ﹤0.01% | 2969 |
|
Other funds holding CRM
Credit Suisse's CRM Position: Q1 2024 in Review
Credit Suisse reduced its Salesforce (CRM) stake by 6.5% in Q1 2024, selling an estimated $38.8M and leaving 1,919,323 shares worth $578M. The position accounts for 0.55% of the portfolio, ranked #23.
Credit Suisse first reported a position in CRM in Q2 2013 and has held it in 44 quarters since. 2,762 funds tracked by Wall St. Rank hold CRM as of Q1 2024.
- Credit Suisse held 1,919,323 shares of Salesforce worth $578M as of Q1 2024.
- Credit Suisse sold 134,465 Salesforce shares in Q1 2024, an estimated $38.8M.
- Salesforce made up 0.55% of Credit Suisse's portfolio in Q1 2024, its #23 holding.
- Credit Suisse first reported a position in Salesforce in Q2 2013 and has held it in 44 quarters since.
- 2,762 funds tracked by Wall St. Rank held Salesforce as of Q1 2024.
Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.