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Mitchell Capital Management’s Salesforce CRM Stock Holding History

Mitchell 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
Q1 		– Sell
-16,745
Closed -$4.25M – 131
2021
Q4 		$4.25M Sell
16,745
-238
-1% -$66.9K 0.86% 33
2021
Q3 		$4.61M Sell
16,983
-81
-0.5% -$20.6K 1.03% 27
2021
Q2 		$4.17M Sell
17,064
-850
-5% -$196K 0.91% 31
2021
Q1 		$3.79M Sell
17,914
-1,499
-8% -$334K 0.93% 31
2020
Q4 		$4.32M Sell
19,413
-71
-0.4% -$17.3K 1.08% 26
2020
Q3 		$4.9M Sell
19,484
-184
-0.9% -$40.3K 1.42% 16
2020
Q2 		$3.68M Sell
19,668
-4
-0% -$674 1.19% 22
2020
Q1 		$2.83M Sell
19,672
-380
-2% -$65.2K 1.1% 25
2019
Q4 		$3.26M Buy
20,052
+5,814
+41% +$911K 1.04% 30
2019
Q3 		$2.11M Buy
14,238
+5,988
+73% +$910K 0.71% 47
2019
Q2 		$1.25M Sell
8,250
-98
-1% -$15.4K 0.42% 76
2019
Q1 		$1.32M Buy
8,348
+193
+2% +$29.9K 0.47% 63
2018
Q4 		$1.12M Buy
+8,155
New +$1.12M 0.47% 51

Other funds holding CRM

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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

Mitchell Capital Management's CRM Position: Q1 2022 in Review

Mitchell Capital Management sold out of Salesforce (CRM) in Q1 2022, closing a stake of 16,745 shares — an estimated $4.25M sold.

Mitchell Capital Management first reported a position in CRM in Q4 2018 and held it in 13 quarters. The position peaked at $4.9M in Q3 2020. 2,278 funds tracked by Wall St. Rank hold CRM as of Q1 2022.

  • Mitchell Capital Management reported no remaining Salesforce position as of Q1 2022 after selling out during the quarter.
  • Mitchell Capital Management sold 16,745 Salesforce shares in Q1 2022, an estimated $4.25M.
  • Mitchell Capital Management first reported a position in Salesforce in Q4 2018 and held it in 13 quarters.
  • Mitchell Capital Management's Salesforce position peaked at $4.9M in Q3 2020.
  • 2,278 funds tracked by Wall St. Rank held Salesforce as of Q1 2022.

Based on Mitchell Capital Management's 13F filing for Q1 2022, filed 29 Apr 2022.