MCM
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Marathon Capital Management’s Salesforce CRM Stock Holding History

Marathon 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
2021
Q4 		– Sell
-781
Closed -$212K – 180
2021
Q3 		$212K Buy
+781
New +$198K 0.05% 206

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Marathon Capital Management's CRM Position: Q4 2021 in Review

Marathon Capital Management sold out of Salesforce (CRM) in Q4 2021, closing a stake of 781 shares — an estimated $212K sold.

Marathon Capital Management first reported a position in CRM in Q3 2021 and held it in 1 quarter. The position peaked at $212K in Q3 2021. 2,352 funds tracked by Wall St. Rank hold CRM as of Q4 2021.

  • Marathon Capital Management reported no remaining Salesforce position as of Q4 2021 after selling out during the quarter.
  • Marathon Capital Management sold 781 Salesforce shares in Q4 2021, an estimated $212K.
  • Marathon Capital Management first reported a position in Salesforce in Q3 2021 and held it in 1 quarter.
  • Marathon Capital Management's Salesforce position peaked at $212K in Q3 2021.
  • 2,352 funds tracked by Wall St. Rank held Salesforce as of Q4 2021.

Based on Marathon Capital Management's 13F filing for Q4 2021, filed 9 Feb 2022.