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CRM icon

Ibex Investors’s Salesforce CRM Stock Holding History

Ibex Investors’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
Q1 		– Sell
-18,300
Closed -$4.65M – 38
2021
Q4 		$4.65M Buy
18,300
+5,100
+39% +$1.43M 1.56% 10
2021
Q3 		$3.58M Buy
+13,200
New +$3.35M 0.76% 15
2020
Q1 		– Sell
-3,231
Closed -$525K – 28
2019
Q4 		$525K Buy
+3,231
New +$506K 0.01% 24
2019
Q3 		– Sell
-1,457
Closed -$221 – 64
2019
Q2 		$221 Buy
+1,457
New +$228K 0.02% 87

Other funds holding CRM

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Ibex Investors's CRM Position: Q1 2022 in Review

Ibex Investors sold out of Salesforce (CRM) in Q1 2022, closing a stake of 18,300 shares — an estimated $4.65M sold.

Ibex Investors first reported a position in CRM in Q2 2019 and held it in 4 quarters. The position peaked at $4.65M in Q4 2021. 2,277 funds tracked by Wall St. Rank hold CRM as of Q1 2022.

  • Ibex Investors reported no remaining Salesforce position as of Q1 2022 after selling out during the quarter.
  • Ibex Investors sold 18,300 Salesforce shares in Q1 2022, an estimated $4.65M.
  • Ibex Investors first reported a position in Salesforce in Q2 2019 and held it in 4 quarters.
  • Ibex Investors's Salesforce position peaked at $4.65M in Q4 2021.
  • 2,277 funds tracked by Wall St. Rank held Salesforce as of Q1 2022.

Based on Ibex Investors's 13F filing for Q1 2022, filed 29 Apr 2022.