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Immersion Capital’s Salesforce CRM Stock Holding History

Immersion 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
2024
Q4 		– Sell
-66,064
Closed -$18.1M – 8
2024
Q3 		$18.1M Sell
66,064
-18,600
-22% -$4.76M 9.86% 5
2024
Q2 		$21.8M Sell
84,664
-31,100
-27% -$8.32M 12.19% 4
2024
Q1 		$34.9M Hold
115,764
– – 13.81% 4
2023
Q4 		$30.5M Sell
115,764
-63,500
-35% -$14.4M 13.12% 4
2023
Q3 		$36.4M Sell
179,264
-135,906
-43% -$29.4M 15.59% 4
2023
Q2 		$66.6M Sell
315,170
-59,790
-16% -$12.2M 22.27% 1
2023
Q1 		$74.9M Buy
374,960
+560
+0.1% +$94.6K 19.34% 2
2022
Q4 		$49.6M Sell
374,400
-198,792
-35% -$29M 15.35% 3
2022
Q3 		$82.4M Sell
573,192
-70,000
-11% -$11.9M 30.94% 1
2022
Q2 		$106M Sell
643,192
-258,050
-29% -$45.6M 34.69% 1
2022
Q1 		$191M Hold
901,242
– – 25.68% 2
2021
Q4 		$229M Buy
901,242
+191,200
+27% +$53.7M 21.17% 2
2021
Q3 		$193M Buy
710,042
+159,600
+29% +$40.5M 17.24% 3
2021
Q2 		$134M Buy
550,442
+69,000
+14% +$15.9M 12.96% 3
2021
Q1 		$102M Buy
481,442
+210,000
+77% +$46.8M 10.82% 5
2020
Q4 		$60.4M Buy
271,442
+254,900
+1,541% +$62M 5.5% 7
2020
Q3 		$4.16M Buy
+16,542
New +$3.62M 0.42% 8

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Immersion Capital's CRM Position: Q4 2024 in Review

Immersion Capital sold out of Salesforce (CRM) in Q4 2024, closing a stake of 66,064 shares — an estimated $18.1M sold.

Immersion Capital first reported a position in CRM in Q3 2020 and held it in 17 quarters. The position peaked at $229M in Q4 2021. 3,102 funds tracked by Wall St. Rank hold CRM as of Q4 2024.

  • Immersion Capital reported no remaining Salesforce position as of Q4 2024 after selling out during the quarter.
  • Immersion Capital sold 66,064 Salesforce shares in Q4 2024, an estimated $18.1M.
  • Immersion Capital first reported a position in Salesforce in Q3 2020 and held it in 17 quarters.
  • Immersion Capital's Salesforce position peaked at $229M in Q4 2021.
  • 3,102 funds tracked by Wall St. Rank held Salesforce as of Q4 2024.

Based on Immersion Capital's 13F filing for Q4 2024, filed 14 Feb 2025.