HCM
CRM icon

HMI Capital Management’s Salesforce CRM Stock Holding History

HMI 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
Q3 		– Sell
-513,200
Closed -$132M – 15
2024
Q2 		$132M Buy
513,200
+220,000
+75% +$58.9M 5.02% 10
2024
Q1 		$88.3M Hold
293,200
– – 3.25% 14
2023
Q4 		$77.2M Buy
+293,200
New +$66.4M 3.35% 11
2021
Q3 		– Sell
-159,916
Closed -$39.1M – 14
2021
Q2 		$39.1M Sell
159,916
-869,000
-84% -$200M 1.22% 11
2021
Q1 		$218M Hold
1,028,916
– – 7.77% 8
2020
Q4 		$229M Buy
1,028,916
+240,672
+31% +$58.5M 9.21% 7
2020
Q3 		$198M Sell
788,244
-535,000
-40% -$117M 8.21% 6
2020
Q2 		$248M Sell
1,323,244
-11,300
-0.8% -$1.9M 11.82% 1
2020
Q1 		$192M Buy
1,334,544
+31,800
+2% +$5.45M 12.75% 1
2019
Q4 		$212M Buy
1,302,744
+735
+0.1% +$115K 16.9% 1
2019
Q3 		$193M Buy
+1,302,009
New +$198M 23.98% 1

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

HMI Capital Management's CRM Position: Q3 2024 in Review

HMI Capital Management sold out of Salesforce (CRM) in Q3 2024, closing a stake of 513,200 shares — an estimated $132M sold.

HMI Capital Management first reported a position in CRM in Q3 2019 and held it in 11 quarters. The position peaked at $248M in Q2 2020. 2,647 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

  • HMI Capital Management reported no remaining Salesforce position as of Q3 2024 after selling out during the quarter.
  • HMI Capital Management sold 513,200 Salesforce shares in Q3 2024, an estimated $132M.
  • HMI Capital Management first reported a position in Salesforce in Q3 2019 and held it in 11 quarters.
  • HMI Capital Management's Salesforce position peaked at $248M in Q2 2020.
  • 2,647 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on HMI Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.