Daniel Loeb’s Salesforce CRM Stock Holding History

Daniel Loeb’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 Q2	–	Sell	-800,000	Closed	-$160M	–	47
2023 Q1	$160M	Buy	+800,000	New	+$135M	2.62%	11
2021 Q1	–	Sell	-900,000	Closed	-$200M	–	129
2020 Q4	$200M	Sell	900,000 -525,000	-37%	-$128M	1.54%	23
2020 Q3	$358M	Hold	1,425,000	–	–	3.58%	9
2020 Q2	$267M	Sell	1,425,000 -100,000	-7%	-$16.8M	3.65%	13
2020 Q1	$220M	Sell	1,525,000 -675,000	-31%	-$116M	3.5%	9
2019 Q4	$358M	Sell	2,200,000 -300,000	-12%	-$47M	4.11%	6
2019 Q3	$371M	Buy	2,500,000 +1,200,000	+92%	+$182M	4.41%	7
2019 Q2	$197M	Buy	1,300,000 +125,000	+11%	+$19.6M	2.31%	14
2019 Q1	$186M	Hold	1,175,000	–	–	2.07%	15
2018 Q4	$161M	Buy	1,175,000 +675,000	+135%	+$92.8M	2.47%	15
2018 Q3	$79.5M	Sell	500,000 -125,000	-20%	-$18.5M	0.56%	25
2018 Q2	$85.3M	Buy	625,000 +175,000	+39%	+$22.3M	0.59%	32
2018 Q1	$52.3M	Buy	+450,000	New	+$51.7M	0.39%	32
2017 Q2	–	Sell	-3,000,000	Closed	-$247M	–	35
2017 Q1	$247M	Buy	+3,000,000	New	+$240M	2.41%	14

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Daniel Loeb's CRM Position: Q2 2023 in Review

Daniel Loeb sold out of Salesforce (CRM) in Q2 2023, closing a stake of 800,000 shares — an estimated $160M sold.

Daniel Loeb first reported a position in CRM in Q1 2017 and held it in 14 quarters. The position peaked at $371M in Q3 2019. 2,295 funds tracked by Wall St. Rank hold CRM as of Q2 2023.

Daniel Loeb reported no remaining Salesforce position as of Q2 2023 after selling out during the quarter.
Daniel Loeb sold 800,000 Salesforce shares in Q2 2023, an estimated $160M.
Daniel Loeb first reported a position in Salesforce in Q1 2017 and held it in 14 quarters.
Daniel Loeb's Salesforce position peaked at $371M in Q3 2019.
2,295 funds tracked by Wall St. Rank held Salesforce as of Q2 2023.

Based on Third Point's 13F filing for Q2 2023, filed 14 Aug 2023.