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Deccan Value Investors’s Salesforce CRM Stock Holding History

Deccan Value Investors’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
-934,595
Closed -$197M – 2
2023
Q2 		$197M Sell
934,595
-49,200
-5% -$10M 18.07% 3
2023
Q1 		$197M Sell
983,795
-203,970
-17% -$34.5M 19.46% 3
2022
Q4 		$157M Buy
1,187,765
+175,865
+17% +$25.7M 17.07% 5
2022
Q3 		$146M Sell
1,011,900
-164,465
-14% -$27.9M 18.23% 5
2022
Q2 		$194M Buy
1,176,365
+194,806
+20% +$34.4M 16.41% 4
2022
Q1 		$208M Sell
981,559
-168,976
-15% -$36.4M 10.61% 6
2021
Q4 		$292M Sell
1,150,535
-222,665
-16% -$62.6M 11.49% 4
2021
Q3 		$372M Sell
1,373,200
-31,300
-2% -$7.95M 14.73% 2
2021
Q2 		$343M Sell
1,404,500
-1,400
-0.1% -$323K 13.53% 2
2021
Q1 		$298M Buy
1,405,900
+200,500
+17% +$44.6M 13.19% 2
2020
Q4 		$268M Buy
1,205,400
+212,900
+21% +$51.8M 10.89% 5
2020
Q3 		$249M Buy
992,500
+270,500
+37% +$59.2M 11.34% 5
2020
Q2 		$135M Buy
+722,000
New +$122M 7.04% 8

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Deccan Value Investors's CRM Position: Q3 2023 in Review

Deccan Value Investors sold out of Salesforce (CRM) in Q3 2023, closing a stake of 934,595 shares — an estimated $197M sold.

Deccan Value Investors first reported a position in CRM in Q2 2020 and held it in 13 quarters. The position peaked at $372M in Q3 2021. 2,287 funds tracked by Wall St. Rank hold CRM as of Q3 2023.

  • Deccan Value Investors reported no remaining Salesforce position as of Q3 2023 after selling out during the quarter.
  • Deccan Value Investors sold 934,595 Salesforce shares in Q3 2023, an estimated $197M.
  • Deccan Value Investors first reported a position in Salesforce in Q2 2020 and held it in 13 quarters.
  • Deccan Value Investors's Salesforce position peaked at $372M in Q3 2021.
  • 2,287 funds tracked by Wall St. Rank held Salesforce as of Q3 2023.

Based on Deccan Value Investors's 13F filing for Q3 2023, filed 14 Nov 2023.