Pearl River Capital’s Salesforce CRM Stock Holding History

Pearl River 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
2024 Q3	–	Sell	-5,070	Closed	-$1.3M	–	93
2024 Q2	$1.3M	Sell	5,070 -3,491	-41%	-$934K	0.21%	146
2024 Q1	$2.58M	Buy	+8,561	New	+$2.47M	0.41%	77
2023 Q4	–	Sell	-21,796	Closed	-$4.42M	–	501
2023 Q3	$4.42M	Buy	+21,796	New	+$4.71M	0.69%	20
2023 Q2	–	Sell	-36,186	Closed	-$7.23M	–	509
2023 Q1	$7.23M	Buy	36,186 +24,856	+219%	+$4.2M	1.15%	3
2022 Q4	$1.5M	Buy	+11,330	New	+$1.65M	0.25%	123
2022 Q3	–	Sell	-14,823	Closed	-$2.45M	–	468
2022 Q2	$2.45M	Buy	+14,823	New	+$2.62M	0.58%	39
2021 Q3	–	Sell	-17,007	Closed	-$4.15M	–	436
2021 Q2	$4.15M	Buy	+17,007	New	+$3.92M	1.14%	7
2021 Q1	–	Sell	-5,650	Closed	-$1.26M	–	412
2020 Q4	$1.26M	Buy	+5,650	New	+$1.37M	0.45%	65
2020 Q3	–	Sell	-11,822	Closed	-$2.21M	–	370
2020 Q2	$2.21M	Buy	+11,822	New	+$1.99M	1.1%	18
2019 Q4	–	Sell	-1,296	Closed	-$192K	–	552
2019 Q3	$192K	Buy	+1,296	New	+$197K	0.55%	84
2019 Q2	–	Sell	-1,576	Closed	-$250K	–	315
2019 Q1	$250K	Buy	+1,576	New	+$244K	0.62%	18

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Pearl River Capital's CRM Position: Q3 2024 in Review

Pearl River Capital sold out of Salesforce (CRM) in Q3 2024, closing a stake of 5,070 shares — an estimated $1.3M sold.

Pearl River Capital first reported a position in CRM in Q1 2019 and held it in 11 quarters. The position peaked at $7.23M in Q1 2023. 2,647 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

Pearl River Capital reported no remaining Salesforce position as of Q3 2024 after selling out during the quarter.
Pearl River Capital sold 5,070 Salesforce shares in Q3 2024, an estimated $1.3M.
Pearl River Capital first reported a position in Salesforce in Q1 2019 and held it in 11 quarters.
Pearl River Capital's Salesforce position peaked at $7.23M in Q1 2023.
2,647 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on Pearl River Capital's 13F filing for Q3 2024.