Highlander Capital Management’s Salesforce CRM Stock Holding History

Highlander 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
2024 Q1	$1.21M	Sell	4,020 -822	-17%	-$237K	0.41%	57
2023 Q4	$1.27M	Hold	4,842	–	–	0.45%	49
2023 Q3	$982K	Hold	4,842	–	–	0.39%	62
2023 Q2	$1.02M	Sell	4,842 -400	-8%	-$81.7K	0.47%	48
2023 Q1	$1.05M	Buy	5,242 +160	+3%	+$27K	0.51%	44
2022 Q4	$674K	Hold	5,082	–	–	0.35%	65
2022 Q3	$731K	Hold	5,082	–	–	0.42%	59
2022 Q2	$839K	Buy	5,082 +200	+4%	+$35.3K	0.45%	58
2022 Q1	$1.04M	Buy	4,882 +1,000	+26%	+$215K	0.49%	50
2021 Q4	$987K	Hold	3,882	–	–	0.46%	58
2021 Q3	$1.05M	Buy	3,882 +7	+0.2%	+$1.78K	0.53%	46
2021 Q2	$947K	Hold	3,875	–	–	0.47%	52
2021 Q1	$821K	Hold	3,875	–	–	0.43%	56
2020 Q4	$862K	Hold	3,875	–	–	0.48%	50
2020 Q3	$974K	Hold	3,875	–	–	0.59%	44
2020 Q2	$726K	Sell	3,875 -1,300	-25%	-$219K	0.46%	53
2020 Q1	$745K	Hold	5,175	–	–	0.54%	45
2019 Q4	$842K	Buy	5,175 +400	+8%	+$62.7K	0.49%	57
2019 Q3	$709K	Buy	4,775 +2,175	+84%	+$331K	0.44%	61
2019 Q2	$394K	Buy	2,600 +200	+8%	+$31.3K	0.24%	102
2019 Q1	$380K	Sell	2,400 -200	-8%	-$31K	0.24%	104
2018 Q4	$355K	Buy	2,600 +2,100	+420%	+$289K	0.23%	101
2018 Q3	$80K	Hold	500	–	–	0.04%	288
2018 Q2	$68K	Buy	+500	New	+$63.8K	0.04%	312

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Highlander Capital Management's CRM Position: Q1 2024 in Review

Highlander Capital Management reduced its Salesforce (CRM) stake by 17% in Q1 2024, selling an estimated $237K and leaving 4,020 shares worth $1.21M. The position accounts for 0.41% of the portfolio, ranked #57.

Highlander Capital Management first reported a position in CRM in Q2 2018 and has held it in 24 quarters since. The position peaked at $1.27M in Q4 2023. 2,763 funds tracked by Wall St. Rank hold CRM as of Q1 2024.

Highlander Capital Management held 4,020 shares of Salesforce worth $1.21M as of Q1 2024.
Highlander Capital Management sold 822 Salesforce shares in Q1 2024, an estimated $237K.
Salesforce made up 0.41% of Highlander Capital Management's portfolio in Q1 2024, its #57 holding.
Highlander Capital Management first reported a position in Salesforce in Q2 2018 and has held it in 24 quarters since.
Highlander Capital Management's Salesforce position peaked at $1.27M in Q4 2023.
2,763 funds tracked by Wall St. Rank held Salesforce as of Q1 2024.

Based on Highlander Capital Management's 13F filing for Q1 2024, filed 20 May 2024.