David Goel’s Salesforce CRM Stock Holding History

David Goel’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
2022 Q4	–	Sell	-316,500	Closed	-$45.5M	–	19
2022 Q3	$45.5M	Hold	316,500	–	–	0.87%	18
2022 Q2	$52.2M	Sell	316,500 -2,305,809	-88%	-$407M	1.18%	16
2022 Q1	$557M	Hold	2,622,309	–	–	6.68%	6
2021 Q4	$666M	Hold	2,622,309	–	–	7.42%	3
2021 Q3	$711M	Hold	2,622,309	–	–	8.09%	3
2021 Q2	$641M	Hold	2,622,309	–	–	7%	6
2021 Q1	$556M	Hold	2,622,309	–	–	6.42%	4
2020 Q4	$584M	Hold	2,622,309	–	–	6.31%	7
2020 Q3	$659M	Hold	2,622,309	–	–	8.76%	2
2020 Q2	$491M	Hold	2,622,309	–	–	7.66%	3
2020 Q1	$378M	Sell	2,622,309 -2,396,666	-48%	-$411M	9.65%	3
2019 Q4	$816M	Hold	5,018,975	–	–	17.38%	1
2019 Q3	$745M	Buy	5,018,975 +4,218,975	+527%	+$641M	18.38%	1
2019 Q2	$121M	Hold	800,000	–	–	2.24%	15
2019 Q1	$127M	Hold	800,000	–	–	3.38%	11
2018 Q4	$110M	Hold	800,000	–	–	3.63%	11
2018 Q3	$127M	Hold	800,000	–	–	3.14%	13
2018 Q2	$109M	Hold	800,000	–	–	3.1%	14
2018 Q1	$93M	Buy	+800,000	New	+$91.9M	3.24%	12
2017 Q3	–	Sell	-1,000,000	Closed	-$86.6M	–	18
2017 Q2	$86.6M	Buy	+1,000,000	New	+$87.1M	2.94%	14
2014 Q1	–	Sell	-800,000	Closed	-$44.2M	–	20
2013 Q4	$44.2M	Hold	800,000	–	–	3.17%	11
2013 Q3	$41.5M	Hold	800,000	–	–	3.46%	12
2013 Q2	$30.5M	Buy	+800,000	New	+$33M	3.21%	13

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

David Goel's CRM Position: Q4 2022 in Review

David Goel sold out of Salesforce (CRM) in Q4 2022, closing a stake of 316,500 shares — an estimated $45.5M sold.

David Goel first reported a position in CRM in Q2 2013 and held it in 23 quarters. The position peaked at $816M in Q4 2019. 2,024 funds tracked by Wall St. Rank hold CRM as of Q4 2022.

David Goel reported no remaining Salesforce position as of Q4 2022 after selling out during the quarter.
David Goel sold 316,500 Salesforce shares in Q4 2022, an estimated $45.5M.
David Goel first reported a position in Salesforce in Q2 2013 and held it in 23 quarters.
David Goel's Salesforce position peaked at $816M in Q4 2019.
2,024 funds tracked by Wall St. Rank held Salesforce as of Q4 2022.

Based on Matrix Capital Management Company's 13F filing for Q4 2022, filed 13 Feb 2023.