Echo Street Capital Management’s Salesforce CRM Stock Holding History

Echo Street 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
2023 Q4	–	Sell	-20,985	Closed	-$4.26M	–	102
2023 Q3	$4.26M	Buy	20,985 +14,838	+241%	+$3.21M	0.04%	77
2023 Q2	$1.3M	Buy	6,147 +2,477	+67%	+$506K	0.01%	114
2023 Q1	$733K	Sell	3,670 -15,840	-81%	-$2.68M	0.01%	174
2022 Q4	$2.59M	Buy	19,510 +17,555	+898%	+$2.56M	0.03%	96
2022 Q3	$281K	Buy	1,955 +526	+37%	+$89.2K	﹤0.01%	413
2022 Q2	$236K	Sell	1,429 -89,168	-98%	-$15.8M	﹤0.01%	476
2022 Q1	$19.2M	Buy	90,597 +68,245	+305%	+$14.7M	0.14%	97
2021 Q4	$5.68M	Buy	22,352 +20,510	+1,113%	+$5.76M	0.04%	128
2021 Q3	$500K	Sell	1,842 -2,328	-56%	-$591K	﹤0.01%	409
2021 Q2	$1.02M	Sell	4,170 -102,815	-96%	-$23.7M	0.01%	202
2021 Q1	$22.7M	Sell	106,985 -240,906	-69%	-$53.6M	0.2%	102
2020 Q4	$77.4M	Buy	347,891 +54,683	+19%	+$13.3M	0.77%	64
2020 Q3	$73.7M	Sell	293,208 -96,123	-25%	-$21M	1.27%	22
2020 Q2	$72.9M	Buy	389,331 +219,497	+129%	+$37M	0.86%	36
2020 Q1	$24.5M	Sell	169,834 -143,958	-46%	-$24.7M	0.53%	76
2019 Q4	$51M	Buy	313,792 +74,555	+31%	+$11.7M	0.79%	44
2019 Q3	$35.5M	Sell	239,237 -11,279	-5%	-$1.71M	0.6%	70
2019 Q2	$38M	Buy	250,516 +48,252	+24%	+$7.56M	0.67%	52
2019 Q1	$32M	Buy	202,264 +20,954	+12%	+$3.25M	0.63%	61
2018 Q4	$24.8M	Sell	181,310 -110,060	-38%	-$15.1M	0.63%	60
2018 Q3	$46.3M	Sell	291,370 -51,526	-15%	-$7.65M	1.03%	25
2018 Q2	$46.8M	Buy	342,896 +102,367	+43%	+$13.1M	1.14%	21
2018 Q1	$28M	Buy	+240,529	New	+$27.6M	0.82%	38
2017 Q3	–	Sell	-51,115	Closed	-$4.43M	–	141
2017 Q2	$4.43M	Buy	+51,115	New	+$4.45M	0.16%	140
2016 Q4	–	Sell	-198,666	Closed	-$14.2M	–	161
2016 Q3	$14.2M	Buy	198,666 +88,126	+80%	+$6.87M	0.6%	59
2016 Q2	$8.78M	Sell	110,540 -8,014	-7%	-$629K	0.37%	90
2016 Q1	$8.75M	Buy	+118,554	New	+$8.16M	0.46%	82

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Echo Street Capital Management's CRM Position: Q4 2023 in Review

Echo Street Capital Management sold out of Salesforce (CRM) in Q4 2023, closing a stake of 20,985 shares — an estimated $4.26M sold.

Echo Street Capital Management first reported a position in CRM in Q1 2016 and held it in 27 quarters. The position peaked at $77.4M in Q4 2020. 2,593 funds tracked by Wall St. Rank hold CRM as of Q4 2023.

Echo Street Capital Management reported no remaining Salesforce position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 20,985 Salesforce shares in Q4 2023, an estimated $4.26M.
Echo Street Capital Management first reported a position in Salesforce in Q1 2016 and held it in 27 quarters.
Echo Street Capital Management's Salesforce position peaked at $77.4M in Q4 2020.
2,593 funds tracked by Wall St. Rank held Salesforce as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.