Dorsal Capital Management’s Salesforce CRM Stock Holding History

Dorsal 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 Q3	–	Sell	-600,000	Closed	-$154M	–	23
2024 Q2	$154M	Sell	600,000 -150,000	-20%	-$40.1M	5.31%	7
2024 Q1	$226M	Sell	750,000 -50,000	-6%	-$14.4M	7.37%	5
2023 Q4	$211M	Hold	800,000	–	–	6.49%	5
2023 Q3	$162M	Buy	800,000 +450,000	+129%	+$97.2M	5.54%	7
2023 Q2	$73.9M	Sell	350,000 -200,000	-36%	-$40.8M	2.55%	15
2023 Q1	$110M	Buy	+550,000	New	+$92.9M	3.52%	13
2020 Q4	–	Sell	-470,000	Closed	-$118M	–	21
2020 Q3	$118M	Sell	470,000 -216,000	-31%	-$47.3M	9.11%	4
2020 Q2	$129M	Sell	686,000 -34,000	-5%	-$5.73M	7.94%	3
2020 Q1	$104M	Sell	720,000 -375,000	-34%	-$64.3M	8.39%	3
2019 Q4	$178M	Buy	1,095,000 +174,000	+19%	+$27.3M	10.78%	1
2019 Q3	$137M	Buy	+921,000	New	+$140M	8.27%	5

Other funds holding CRM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dorsal Capital Management's CRM Position: Q3 2024 in Review

Dorsal Capital Management sold out of Salesforce (CRM) in Q3 2024, closing a stake of 600,000 shares — an estimated $154M sold.

Dorsal Capital Management first reported a position in CRM in Q3 2019 and held it in 11 quarters. The position peaked at $226M in Q1 2024. 2,647 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

Dorsal Capital Management reported no remaining Salesforce position as of Q3 2024 after selling out during the quarter.
Dorsal Capital Management sold 600,000 Salesforce shares in Q3 2024, an estimated $154M.
Dorsal Capital Management first reported a position in Salesforce in Q3 2019 and held it in 11 quarters.
Dorsal Capital Management's Salesforce position peaked at $226M in Q1 2024.
2,647 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on Dorsal Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.