KCM
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Karp Capital Management’s Salesforce CRM Stock Holding History

Karp Capital Management’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
Q4 		– Sell
-3,599
Closed -$518K – 15
2022
Q3 		$518K Sell
3,599
-16,952
-82% -$2.87M 0.11% 91
2022
Q2 		$3.39M Sell
20,551
-4,708
-19% -$832K 0.6% 63
2022
Q1 		$5.36M Sell
25,259
-9,135
-27% -$1.97M 0.78% 47
2021
Q4 		$8.74M Buy
34,394
+4,357
+15% +$1.22M 1.1% 32
2021
Q3 		$8.15M Buy
30,037
+2,580
+9% +$655K 1.15% 29
2021
Q2 		$6.71M Buy
27,457
+4,321
+19% +$996K 0.99% 38
2021
Q1 		$4.9M Buy
23,136
+2,821
+14% +$628K 0.89% 44
2020
Q4 		$4.52M Sell
20,315
-480
-2% -$117K 0.93% 42
2020
Q3 		$5.23M Sell
20,795
-1,683
-7% -$368K 1.28% 31
2020
Q2 		$4.21M Buy
22,478
+798
+4% +$134K 1.17% 35
2020
Q1 		$3.12M Buy
21,680
+1,890
+10% +$324K 1.02% 38
2019
Q4 		$3.22M Buy
19,790
+785
+4% +$123K 0.85% 48
2019
Q3 		$2.82M Buy
19,005
+735
+4% +$112K 0.82% 47
2019
Q2 		$2.77M Buy
18,270
+155
+0.9% +$24.3K 0.88% 49
2019
Q1 		$2.87M Buy
18,115
+210
+1% +$32.5K 1.02% 41
2018
Q4 		$2.45M Buy
17,905
+340
+2% +$46.8K 1.17% 34
2018
Q3 		$2.79M Buy
17,565
+800
+5% +$119K 0.96% 45
2018
Q2 		$2.29M Buy
16,765
+915
+6% +$117K 0.9% 45
2018
Q1 		$1.84M Buy
15,850
+3,595
+29% +$413K 0.74% 52
2017
Q4 		$1.25M Buy
12,255
+2,205
+22% +$225K 0.53% 59
2017
Q3 		$939K Buy
10,050
+140
+1% +$12.9K 0.44% 67
2017
Q2 		$858K Buy
9,910
+600
+6% +$52.3K 0.42% 66
2017
Q1 		$768K Sell
9,310
-720
-7% -$57.5K 0.43% 60
2016
Q4 		$687K Sell
10,030
-4,785
-32% -$347K 0.45% 55
2016
Q3 		$1.06M Buy
+14,815
New +$1.16M 0.68% 55

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
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Karp Capital Management's CRM Position: Q4 2022 in Review

Karp Capital Management sold out of Salesforce (CRM) in Q4 2022, closing a stake of 3,599 shares — an estimated $518K sold.

Karp Capital Management first reported a position in CRM in Q3 2016 and held it in 25 quarters. The position peaked at $8.74M in Q4 2021. 2,023 funds tracked by Wall St. Rank hold CRM as of Q4 2022.

  • Karp Capital Management reported no remaining Salesforce position as of Q4 2022 after selling out during the quarter.
  • Karp Capital Management sold 3,599 Salesforce shares in Q4 2022, an estimated $518K.
  • Karp Capital Management first reported a position in Salesforce in Q3 2016 and held it in 25 quarters.
  • Karp Capital Management's Salesforce position peaked at $8.74M in Q4 2021.
  • 2,023 funds tracked by Wall St. Rank held Salesforce as of Q4 2022.

Based on Karp Capital Management's 13F filing for Q4 2022.