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HHLR Advisors’s Salesforce CRM Stock Holding History

HHLR Advisors’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
Q3 		– Sell
-96,358
Closed -$24.8M – 61
2024
Q2 		$24.8M Sell
96,358
-365,779
-79% -$97.9M 0.61% 17
2024
Q1 		$139M Sell
462,137
-285,400
-38% -$82.3M 3.02% 8
2023
Q4 		$197M Sell
747,537
-161,100
-18% -$36.5M 3.96% 6
2023
Q3 		$184M Sell
908,637
-163,900
-15% -$35.4M 4.11% 7
2023
Q2 		$227M Sell
1,072,537
-658,700
-38% -$134M 4.83% 7
2023
Q1 		$346M Hold
1,731,237
– – 6.13% 5
2022
Q4 		$230M Sell
1,731,237
-688,400
-28% -$100M 4.85% 9
2022
Q3 		$348M Buy
2,419,637
+93,300
+4% +$15.8M 9.15% 2
2022
Q2 		$384M Buy
2,326,337
+207,300
+10% +$36.6M 8.23% 3
2022
Q1 		$450M Buy
2,119,037
+189,161
+10% +$40.7M 9.39% 4
2021
Q4 		$490M Buy
1,929,876
+675,700
+54% +$190M 7.58% 4
2021
Q3 		$340M Buy
1,254,176
+117,700
+10% +$29.9M 4.45% 6
2021
Q2 		$278M Hold
1,136,476
– – 2.86% 10
2021
Q1 		$241M Buy
1,136,476
+64,381
+6% +$14.3M 2.38% 13
2020
Q4 		$239M Buy
1,072,095
+83,800
+8% +$20.4M 1.9% 16
2020
Q3 		$248M Buy
988,295
+278,800
+39% +$61M 1.88% 13
2020
Q2 		$133M Buy
709,495
+158,995
+29% +$26.8M 1.21% 17
2020
Q1 		$79.3M Buy
+550,500
New +$94.4M 1.07% 21

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

HHLR Advisors's CRM Position: Q3 2024 in Review

HHLR Advisors sold out of Salesforce (CRM) in Q3 2024, closing a stake of 96,358 shares — an estimated $24.8M sold.

HHLR Advisors first reported a position in CRM in Q1 2020 and held it in 18 quarters. The position peaked at $490M in Q4 2021. 2,648 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

  • HHLR Advisors reported no remaining Salesforce position as of Q3 2024 after selling out during the quarter.
  • HHLR Advisors sold 96,358 Salesforce shares in Q3 2024, an estimated $24.8M.
  • HHLR Advisors first reported a position in Salesforce in Q1 2020 and held it in 18 quarters.
  • HHLR Advisors's Salesforce position peaked at $490M in Q4 2021.
  • 2,648 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on HHLR Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.