GLCM
CRM icon

Greenlea Lane Capital Management’s Salesforce CRM Stock Holding History

Greenlea Lane 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
Q2 		– Sell
-119,595
Closed -$23.9M – 12
2023
Q1 		$23.9M Sell
119,595
-94,810
-44% -$16M 9.54% 5
2022
Q4 		$28.4M Sell
214,405
-96,050
-31% -$14M 13.53% 3
2022
Q3 		$44.7M Buy
310,455
+30,200
+11% +$5.12M 16.24% 2
2022
Q2 		$46.3M Sell
280,255
-22,942
-8% -$4.05M 18.42% 2
2022
Q1 		$64.4M Buy
303,197
+40,590
+15% +$8.74M 17.94% 2
2021
Q4 		$66.7M Buy
262,607
+12,610
+5% +$3.54M 21.65% 1
2021
Q3 		$67.8M Buy
249,997
+25,529
+11% +$6.48M 22.16% 1
2021
Q2 		$54.8M Buy
224,468
+23,130
+11% +$5.33M 16.46% 1
2021
Q1 		$42.7M Buy
201,338
+20,740
+11% +$4.62M 17.88% 2
2020
Q4 		$40.2M Sell
180,598
-2,461
-1% -$598K 15.04% 3
2020
Q3 		$46M Buy
183,059
+14,730
+9% +$3.22M 17.7% 1
2020
Q2 		$31.5M Buy
168,329
+54,645
+48% +$9.21M 15.06% 2
2020
Q1 		$16.4M Buy
+113,684
New +$19.5M 10.75% 6

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Greenlea Lane Capital Management's CRM Position: Q2 2023 in Review

Greenlea Lane Capital Management sold out of Salesforce (CRM) in Q2 2023, closing a stake of 119,595 shares — an estimated $23.9M sold.

Greenlea Lane Capital Management first reported a position in CRM in Q1 2020 and held it in 13 quarters. The position peaked at $67.8M in Q3 2021. 2,295 funds tracked by Wall St. Rank hold CRM as of Q2 2023.

  • Greenlea Lane Capital Management reported no remaining Salesforce position as of Q2 2023 after selling out during the quarter.
  • Greenlea Lane Capital Management sold 119,595 Salesforce shares in Q2 2023, an estimated $23.9M.
  • Greenlea Lane Capital Management first reported a position in Salesforce in Q1 2020 and held it in 13 quarters.
  • Greenlea Lane Capital Management's Salesforce position peaked at $67.8M in Q3 2021.
  • 2,295 funds tracked by Wall St. Rank held Salesforce as of Q2 2023.

Based on Greenlea Lane Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.