DSCM
CRM icon

Del-Sette Capital Management’s Salesforce CRM Stock Holding History

Del-Sette Capital Management’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
2024
Q2 		– Sell
-8,360
Closed -$2.52M – 40
2024
Q1 		$2.52M Buy
8,360
+1,352
+19% +$390K 2.07% 18
2023
Q4 		$1.84M Buy
7,008
+118
+2% +$26.7K 1.62% 16
2023
Q3 		$1.4M Buy
6,890
+3,954
+135% +$854K 1.37% 18
2023
Q2 		$620K Buy
+2,936
New +$599K 0.59% 23

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Del-Sette Capital Management's CRM Position: Q2 2024 in Review

Del-Sette Capital Management sold out of Salesforce (CRM) in Q2 2024, closing a stake of 8,360 shares — an estimated $2.52M sold.

Del-Sette Capital Management first reported a position in CRM in Q2 2023 and held it in 4 quarters. The position peaked at $2.52M in Q1 2024. 2,621 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

  • Del-Sette Capital Management reported no remaining Salesforce position as of Q2 2024 after selling out during the quarter.
  • Del-Sette Capital Management sold 8,360 Salesforce shares in Q2 2024, an estimated $2.52M.
  • Del-Sette Capital Management first reported a position in Salesforce in Q2 2023 and held it in 4 quarters.
  • Del-Sette Capital Management's Salesforce position peaked at $2.52M in Q1 2024.
  • 2,621 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on Del-Sette Capital Management's 13F filing for Q2 2024, filed 2 Aug 2024.