PCM
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Pennsylvania Capital Management’s Salesforce CRM Stock Holding History

Pennsylvania 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
Q4 		– Sell
-5,207
Closed -$749K – 93
2022
Q3 		$749K Sell
5,207
-1,046
-17% -$177K 0.41% 33
2022
Q2 		$1.03M Sell
6,253
-221
-3% -$39K 0.55% 27
2022
Q1 		$1.38M Sell
6,474
-415
-6% -$89.3K 0.59% 23
2021
Q4 		$1.75M Buy
6,889
+262
+4% +$73.6K 0.6% 25
2021
Q3 		$1.94M Buy
6,627
+75
+1% +$19K 0.86% 19
2021
Q2 		$1.61M Hold
6,552
– – 0.79% 20
2021
Q1 		$1.39M Hold
6,552
– – 0.82% 21
2020
Q4 		$1.43M Buy
6,552
+1,298
+25% +$316K 0.93% 17
2020
Q3 		$1.32M Buy
5,254
+1,365
+35% +$299K 1.03% 19
2020
Q2 		$728K Buy
3,889
+731
+23% +$123K 0.39% 54
2020
Q1 		$424K Buy
+3,158
New +$541K 0.55% 29

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pennsylvania Capital Management's CRM Position: Q4 2022 in Review

Pennsylvania Capital Management sold out of Salesforce (CRM) in Q4 2022, closing a stake of 5,207 shares — an estimated $749K sold.

Pennsylvania Capital Management first reported a position in CRM in Q1 2020 and held it in 11 quarters. The position peaked at $1.94M in Q3 2021. 2,024 funds tracked by Wall St. Rank hold CRM as of Q4 2022.

  • Pennsylvania Capital Management reported no remaining Salesforce position as of Q4 2022 after selling out during the quarter.
  • Pennsylvania Capital Management sold 5,207 Salesforce shares in Q4 2022, an estimated $749K.
  • Pennsylvania Capital Management first reported a position in Salesforce in Q1 2020 and held it in 11 quarters.
  • Pennsylvania Capital Management's Salesforce position peaked at $1.94M in Q3 2021.
  • 2,024 funds tracked by Wall St. Rank held Salesforce as of Q4 2022.

Based on Pennsylvania Capital Management's 13F filing for Q4 2022, filed 23 Jan 2023.