HLC
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Hunt Lane Capital’s Salesforce CRM Stock Holding History

Hunt Lane 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
2022
Q4 		– Sell
-35,000
Closed -$5.03M – 3
2022
Q3 		$5.03M Buy
35,000
+5,000
+17% +$848K 12.73% 4
2022
Q2 		$4.95M Buy
+30,000
New +$5.3M 6.11% 9
2021
Q2 		– Sell
-60,000
Closed -$12.7M – 24
2021
Q1 		$12.7M Sell
60,000
-13,000
-18% -$2.89M 2.64% 15
2020
Q4 		$16.2M Sell
73,000
-27,000
-27% -$6.57M 2.78% 15
2020
Q3 		$25.1M Sell
100,000
-65,000
-39% -$14.2M 3.7% 8
2020
Q2 		$30.9M Buy
165,000
+48,000
+41% +$8.09M 7.37% 3
2020
Q1 		$16.8M Sell
117,000
-20,000
-15% -$3.43M 4.96% 7
2019
Q4 		$22.3M Buy
137,000
+47,000
+52% +$7.37M 6.57% 9
2019
Q3 		$13.4M Buy
+90,000
New +$13.7M 3.32% 13

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hunt Lane Capital's CRM Position: Q4 2022 in Review

Hunt Lane Capital sold out of Salesforce (CRM) in Q4 2022, closing a stake of 35,000 shares — an estimated $5.03M sold.

Hunt Lane Capital first reported a position in CRM in Q3 2019 and held it in 9 quarters. The position peaked at $30.9M in Q2 2020. 2,024 funds tracked by Wall St. Rank hold CRM as of Q4 2022.

  • Hunt Lane Capital reported no remaining Salesforce position as of Q4 2022 after selling out during the quarter.
  • Hunt Lane Capital sold 35,000 Salesforce shares in Q4 2022, an estimated $5.03M.
  • Hunt Lane Capital first reported a position in Salesforce in Q3 2019 and held it in 9 quarters.
  • Hunt Lane Capital's Salesforce position peaked at $30.9M in Q2 2020.
  • 2,024 funds tracked by Wall St. Rank held Salesforce as of Q4 2022.

Based on Hunt Lane Capital's 13F filing for Q4 2022.