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Hyperion Partners’s Salesforce CRM Stock Holding History

Hyperion Partners’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 		$452K Sell
1,651
-9
-0.5% -$2.31K 0.29% 34
2024
Q2 		$427K Buy
1,660
+9
+0.5% +$2.41K 0.3% 34
2024
Q1 		$497K Sell
1,651
-10
-0.6% -$2.88K 0.36% 33
2023
Q4 		$437K Hold
1,661
– – 0.35% 35
2023
Q3 		$337K Hold
1,661
– – 0.29% 41
2023
Q2 		$351K Buy
1,661
+53
+3% +$10.8K 0.3% 41
2023
Q1 		$321K Hold
1,608
– – 0.29% 41
2022
Q4 		$213K Buy
+1,608
New +$235K 0.2% 58

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Hyperion Partners's CRM Position: Q3 2024 in Review

Hyperion Partners reduced its Salesforce (CRM) stake by 0.54% in Q3 2024, selling an estimated $2.31K and leaving 1,651 shares worth $452K. The position accounts for 0.29% of the portfolio, ranked #34.

Hyperion Partners first reported a position in CRM in Q4 2022 and has held it in 8 quarters since. The position peaked at $497K in Q1 2024. 2,652 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

  • Hyperion Partners held 1,651 shares of Salesforce worth $452K as of Q3 2024.
  • Hyperion Partners sold 9 Salesforce shares in Q3 2024, an estimated $2.31K.
  • Salesforce made up 0.29% of Hyperion Partners's portfolio in Q3 2024, its #34 holding.
  • Hyperion Partners first reported a position in Salesforce in Q4 2022 and has held it in 8 quarters since.
  • Hyperion Partners's Salesforce position peaked at $497K in Q1 2024.
  • 2,652 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on Hyperion Partners's 13F filing for Q3 2024, filed 9 Oct 2024.