Old Mission Capital’s Salesforce CRM Stock Holding History

Old Mission 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 Q3	–	Sell	-1,981	Closed	-$327K	–	1014
2022 Q2	$327K	Buy	+1,981	New	+$350K	0.01%	923
2019 Q2	–	Sell	-1,900	Closed	-$301K	–	268
2019 Q1	$301K	Buy	+1,900	New	+$294K	0.05%	149
2018 Q3	–	Sell	-2,198	Closed	-$300K	–	264
2018 Q2	$300K	Buy	+2,198	New	+$280K	0.03%	167

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Old Mission Capital's CRM Position: Q3 2022 in Review

Old Mission Capital sold out of Salesforce (CRM) in Q3 2022, closing a stake of 1,981 shares — an estimated $327K sold.

Old Mission Capital first reported a position in CRM in Q2 2018 and held it in 3 quarters. The position peaked at $327K in Q2 2022. 2,055 funds tracked by Wall St. Rank hold CRM as of Q3 2022.

Old Mission Capital reported no remaining Salesforce position as of Q3 2022 after selling out during the quarter.
Old Mission Capital sold 1,981 Salesforce shares in Q3 2022, an estimated $327K.
Old Mission Capital first reported a position in Salesforce in Q2 2018 and held it in 3 quarters.
Old Mission Capital's Salesforce position peaked at $327K in Q2 2022.
2,055 funds tracked by Wall St. Rank held Salesforce as of Q3 2022.

Based on Old Mission Capital's 13F filing for Q3 2022, filed 14 Nov 2022.