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Grey Street Capital’s Salesforce CRM Stock Holding History

Grey Street Capital’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
Q1 		$3.73M Buy
12,360
+5,467
+79% +$1.58M 0.5% 32
2023
Q4 		$1.81M Buy
6,893
+4,293
+165% +$972K 0.86% 32
2023
Q3 		$527K Hold
2,600
– – 0.3% 61
2023
Q2 		$549K Buy
+2,600
New +$531K 0.29% 60

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
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Grey Street Capital's CRM Position: Q1 2024 in Review

Grey Street Capital increased its Salesforce (CRM) stake by 79% in Q1 2024, buying an estimated $1.58M and bringing the position to 12,360 shares worth $3.73M. The position accounts for 0.5% of the portfolio, ranked #32.

Grey Street Capital first reported a position in CRM in Q2 2023 and has held it in 4 quarters since. 2,767 funds tracked by Wall St. Rank hold CRM as of Q1 2024.

  • Grey Street Capital held 12,360 shares of Salesforce worth $3.73M as of Q1 2024.
  • Grey Street Capital bought 5,467 Salesforce shares in Q1 2024, an estimated $1.58M.
  • Salesforce made up 0.5% of Grey Street Capital's portfolio in Q1 2024, its #32 holding.
  • Grey Street Capital first reported a position in Salesforce in Q2 2023 and has held it in 4 quarters since.
  • 2,767 funds tracked by Wall St. Rank held Salesforce as of Q1 2024.

Based on Grey Street Capital's 13F filing for Q1 2024, filed 9 Aug 2024.