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Greenline Partners’s Salesforce CRM Stock Holding History

Greenline 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
2023
Q1 		– Sell
-6,006
Closed -$796K – 128
2022
Q4 		$796K Sell
6,006
-1,069
-15% -$156K 0.16% 89
2022
Q3 		$1.02M Buy
7,075
+880
+14% +$149K 0.23% 74
2022
Q2 		$1.02M Buy
6,195
+1,711
+38% +$302K 0.22% 73
2022
Q1 		$952K Sell
4,484
-511
-10% -$110K 0.18% 79
2021
Q4 		$1.27M Sell
4,995
-2
-0% -$562 0.24% 73
2021
Q3 		$1.35M Buy
+4,997
New +$1.27M 0.28% 62

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Greenline Partners's CRM Position: Q1 2023 in Review

Greenline Partners sold out of Salesforce (CRM) in Q1 2023, closing a stake of 6,006 shares — an estimated $796K sold.

Greenline Partners first reported a position in CRM in Q3 2021 and held it in 6 quarters. The position peaked at $1.35M in Q3 2021. 2,175 funds tracked by Wall St. Rank hold CRM as of Q1 2023.

  • Greenline Partners reported no remaining Salesforce position as of Q1 2023 after selling out during the quarter.
  • Greenline Partners sold 6,006 Salesforce shares in Q1 2023, an estimated $796K.
  • Greenline Partners first reported a position in Salesforce in Q3 2021 and held it in 6 quarters.
  • Greenline Partners's Salesforce position peaked at $1.35M in Q3 2021.
  • 2,175 funds tracked by Wall St. Rank held Salesforce as of Q1 2023.

Based on Greenline Partners's 13F filing for Q1 2023, filed 15 May 2023.