Hyperion Capital Advisors’s Salesforce CRM Stock Holding History

Hyperion Capital 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
2023 Q3	–	Sell	-1,934	Closed	-$409K	–	63
2023 Q2	$409K	Hold	1,934	–	–	0.22%	39
2023 Q1	$386K	Hold	1,934	–	–	0.19%	40
2022 Q4	$256K	Hold	1,934	–	–	0.13%	47
2022 Q3	$278K	Hold	1,934	–	–	0.14%	45
2022 Q2	$319K	Hold	1,934	–	–	0.15%	45
2022 Q1	$411K	Hold	1,934	–	–	0.16%	42
2021 Q4	$491K	Hold	1,934	–	–	0.11%	39
2021 Q3	$525K	Hold	1,934	–	–	0.14%	35
2021 Q2	$472K	Hold	1,934	–	–	0.13%	35
2021 Q1	$410K	Hold	1,934	–	–	0.13%	35
2020 Q4	$430K	Hold	1,934	–	–	0.17%	34
2020 Q3	$486K	Hold	1,934	–	–	0.23%	27
2020 Q2	$362K	Hold	1,934	–	–	0.21%	34
2020 Q1	$278K	Hold	1,934	–	–	0.2%	35
2019 Q4	$315K	Buy	+1,934	New	+$303K	0.17%	33

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Hyperion Capital Advisors's CRM Position: Q3 2023 in Review

Hyperion Capital Advisors sold out of Salesforce (CRM) in Q3 2023, closing a stake of 1,934 shares — an estimated $409K sold.

Hyperion Capital Advisors first reported a position in CRM in Q4 2019 and held it in 15 quarters. The position peaked at $525K in Q3 2021. 2,285 funds tracked by Wall St. Rank hold CRM as of Q3 2023.

Hyperion Capital Advisors reported no remaining Salesforce position as of Q3 2023 after selling out during the quarter.
Hyperion Capital Advisors sold 1,934 Salesforce shares in Q3 2023, an estimated $409K.
Hyperion Capital Advisors first reported a position in Salesforce in Q4 2019 and held it in 15 quarters.
Hyperion Capital Advisors's Salesforce position peaked at $525K in Q3 2021.
2,285 funds tracked by Wall St. Rank held Salesforce as of Q3 2023.

Based on Hyperion Capital Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.