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Once Capital Management’s Salesforce CRM Stock Holding History

Once 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
2024
Q3 		– Sell
-20,800
Closed -$5.35M – 22
2024
Q2 		$5.35M Hold
20,800
– – 2% 14
2024
Q1 		$6.26M Hold
20,800
– – 2.93% 12
2023
Q4 		$5.47M Hold
20,800
– – 3.93% 10
2023
Q3 		$4.22M Hold
20,800
– – 4.01% 10
2023
Q2 		$4.39M Hold
20,800
– – 4.11% 10
2023
Q1 		$4.16M Hold
20,800
– – 4.43% 9
2022
Q4 		$2.76M Hold
20,800
– – 3.98% 11
2022
Q3 		$2.99M Hold
20,800
– – 3.9% 11
2022
Q2 		$3.43M Hold
20,800
– – 4.37% 11
2022
Q1 		$4.42M Hold
20,800
– – 4.04% 11
2021
Q4 		$5.29M Buy
+20,800
New +$5.84M 4.95% 11

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Once Capital Management's CRM Position: Q3 2024 in Review

Once Capital Management sold out of Salesforce (CRM) in Q3 2024, closing a stake of 20,800 shares — an estimated $5.35M sold.

Once Capital Management first reported a position in CRM in Q4 2021 and held it in 11 quarters. The position peaked at $6.26M in Q1 2024. 2,648 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

  • Once Capital Management reported no remaining Salesforce position as of Q3 2024 after selling out during the quarter.
  • Once Capital Management sold 20,800 Salesforce shares in Q3 2024, an estimated $5.35M.
  • Once Capital Management first reported a position in Salesforce in Q4 2021 and held it in 11 quarters.
  • Once Capital Management's Salesforce position peaked at $6.26M in Q1 2024.
  • 2,648 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on Once Capital Management's 13F filing for Q3 2024, filed 5 Nov 2024.