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Grafton Street Partners’s Salesforce CRM Stock Holding History

Grafton Street Partners’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
Q4 		– Sell
-28,095
Closed -$7.69M – 12
2024
Q3 		$7.69M Sell
28,095
-16,000
-36% -$4.1M 6.1% 8
2024
Q2 		$11.3M Buy
44,095
+4,595
+12% +$1.23M 9.5% 4
2024
Q1 		$11.9M Hold
39,500
– – 10.86% 4
2023
Q4 		$10.4M Buy
+39,500
New +$8.94M 10.55% 5

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Grafton Street Partners's CRM Position: Q4 2024 in Review

Grafton Street Partners sold out of Salesforce (CRM) in Q4 2024, closing a stake of 28,095 shares — an estimated $7.69M sold.

Grafton Street Partners first reported a position in CRM in Q4 2023 and held it in 4 quarters. The position peaked at $11.9M in Q1 2024. 3,109 funds tracked by Wall St. Rank hold CRM as of Q4 2024.

  • Grafton Street Partners reported no remaining Salesforce position as of Q4 2024 after selling out during the quarter.
  • Grafton Street Partners sold 28,095 Salesforce shares in Q4 2024, an estimated $7.69M.
  • Grafton Street Partners first reported a position in Salesforce in Q4 2023 and held it in 4 quarters.
  • Grafton Street Partners's Salesforce position peaked at $11.9M in Q1 2024.
  • 3,109 funds tracked by Wall St. Rank held Salesforce as of Q4 2024.

Based on Grafton Street Partners's 13F filing for Q4 2024, filed 14 Feb 2025.