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Melvin Capital Management’s Salesforce CRM Stock Holding History

Melvin 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
2020
Q3 		– Sell
-2,243,520
Closed -$420M – 91
2020
Q2 		$420M Sell
2,243,520
-56,817
-2% -$9.57M 2.48% 14
2020
Q1 		$331M Buy
2,300,337
+153,962
+7% +$26.4M 2.64% 10
2019
Q4 		$349M Sell
2,146,375
-68,941
-3% -$10.8M 2.87% 8
2019
Q3 		$329M Buy
2,215,316
+1,078,657
+95% +$164M 2.66% 11
2019
Q2 		$172M Buy
1,136,659
+70,116
+7% +$11M 1.76% 17
2019
Q1 		$169M Buy
+1,066,543
New +$165M 1.98% 17
2018
Q4 		– Sell
-1,070,693
Closed -$170M – 87
2018
Q3 		$170M Sell
1,070,693
-799,489
-43% -$119M 1.79% 19
2018
Q2 		$255M Sell
1,870,182
-35,318
-2% -$4.51M 2.31% 13
2018
Q1 		$222M Buy
1,905,500
+493,862
+35% +$56.7M 2.12% 14
2017
Q4 		$144M Buy
1,411,638
+561,638
+66% +$57.2M 1.37% 18
2017
Q3 		$79.4M Buy
850,000
+75,000
+10% +$6.9M 0.96% 36
2017
Q2 		$67.1M Buy
775,000
+75,000
+11% +$6.53M 0.88% 31
2017
Q1 		$57.7M Buy
+700,000
New +$55.9M 0.99% 30
2016
Q3 		– Sell
-700,000
Closed -$55.6M – 93
2016
Q2 		$55.6M Buy
700,000
+425,000
+155% +$33.4M 1.78% 18
2016
Q1 		$20.3M Buy
+275,000
New +$18.9M 0.77% 45

Other funds holding CRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Melvin Capital Management's CRM Position: Q3 2020 in Review

Melvin Capital Management sold out of Salesforce (CRM) in Q3 2020, closing a stake of 2,243,520 shares — an estimated $420M sold.

Melvin Capital Management first reported a position in CRM in Q1 2016 and held it in 15 quarters. The position peaked at $420M in Q2 2020. 1,834 funds tracked by Wall St. Rank hold CRM as of Q3 2020.

  • Melvin Capital Management reported no remaining Salesforce position as of Q3 2020 after selling out during the quarter.
  • Melvin Capital Management sold 2,243,520 Salesforce shares in Q3 2020, an estimated $420M.
  • Melvin Capital Management first reported a position in Salesforce in Q1 2016 and held it in 15 quarters.
  • Melvin Capital Management's Salesforce position peaked at $420M in Q2 2020.
  • 1,834 funds tracked by Wall St. Rank held Salesforce as of Q3 2020.

Based on Melvin Capital Management's 13F filing for Q3 2020, filed 16 Nov 2020.