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Intersect Capital’s Salesforce CRM Stock Holding History

Intersect 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
Q2 		$1.13M Sell
6,834
-503
-7% -$88.9K 0.34% 69
2022
Q1 		$1.56M Sell
7,337
-12
-0.2% -$2.58K 0.3% 65
2021
Q4 		$1.87M Sell
7,349
-4,848
-40% -$1.36M 0.34% 59
2021
Q3 		$3.31M Buy
12,197
+213
+2% +$54.1K 0.57% 34
2021
Q2 		$2.93M Buy
11,984
+608
+5% +$140K 0.52% 41
2021
Q1 		$2.41M Buy
11,376
+613
+6% +$136K 0.49% 46
2020
Q4 		$2.4M Buy
10,763
+791
+8% +$192K 0.53% 42
2020
Q3 		$2.51M Buy
9,972
+1,010
+11% +$221K 0.67% 30
2020
Q2 		$1.68M Buy
8,962
+1,035
+13% +$174K 0.54% 43
2020
Q1 		$1.14M Buy
7,927
+911
+13% +$156K 0.45% 46
2019
Q4 		$1.14M Sell
7,016
-969
-12% -$152K 0.38% 55
2019
Q3 		$1.19M Sell
7,985
-730
-8% -$111K 0.44% 49
2019
Q2 		$1.32M Buy
8,715
+2,390
+38% +$375K 0.51% 40
2019
Q1 		$1M Buy
6,325
+437
+7% +$67.7K 0.42% 49
2018
Q4 		$806K Buy
5,888
+1,970
+50% +$271K 0.39% 52
2018
Q3 		$623K Sell
3,918
-1,057
-21% -$157K 0.27% 70
2018
Q2 		$679K Buy
4,975
+2,101
+73% +$268K 0.33% 63
2018
Q1 		$334K Buy
2,874
+12
+0.4% +$1.38K 0.18% 86
2017
Q4 		$293K Hold
2,862
– – 0.16% 97
2017
Q3 		$267K Hold
2,862
– – 0.15% 97
2017
Q2 		$248K Buy
2,862
+180
+7% +$15.7K 0.15% 94
2017
Q1 		$221K Sell
2,682
-6,150
-70% -$491K 0.19% 81
2016
Q4 		$605K Buy
8,832
+1,900
+27% +$138K 0.45% 54
2016
Q3 		$494K Sell
6,932
-278
-4% -$21.7K 0.39% 57
2016
Q2 		$573K Sell
7,210
-14
-0.2% -$1.1K 0.35% 56
2016
Q1 		$533K Buy
7,224
+1,495
+26% +$103K 0.34% 60
2015
Q4 		$449K Sell
5,729
-1,014
-15% -$79.2K 0.39% 61
2015
Q3 		$468K Buy
6,743
+84
+1% +$5.96K 0.43% 54
2015
Q2 		$464K Sell
6,659
-1,250
-16% -$89K 0.39% 56
2015
Q1 		$576K Buy
7,909
+7,605
+2,502% +$472K 0.44% 48
2014
Q4 		$18K Buy
+304
New +$17.9K 0.02% 290

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Intersect Capital's CRM Position: Q2 2022 in Review

Intersect Capital reduced its Salesforce (CRM) stake by 6.9% in Q2 2022, selling an estimated $88.9K and leaving 6,834 shares worth $1.13M. The position accounts for 0.34% of the portfolio, ranked #69.

Intersect Capital first reported a position in CRM in Q4 2014 and has held it in 31 quarters since. The position peaked at $3.31M in Q3 2021. 2,137 funds tracked by Wall St. Rank hold CRM as of Q2 2022.

  • Intersect Capital held 6,834 shares of Salesforce worth $1.13M as of Q2 2022.
  • Intersect Capital sold 503 Salesforce shares in Q2 2022, an estimated $88.9K.
  • Salesforce made up 0.34% of Intersect Capital's portfolio in Q2 2022, its #69 holding.
  • Intersect Capital first reported a position in Salesforce in Q4 2014 and has held it in 31 quarters since.
  • Intersect Capital's Salesforce position peaked at $3.31M in Q3 2021.
  • 2,137 funds tracked by Wall St. Rank held Salesforce as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.