Periscope Capital’s Salesforce CRM Stock Holding History

Periscope 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 Q2	–	Sell	-2,536	Closed	-$538K	–	1167
2022 Q1	$538K	Sell	2,536 -64	-2%	-$13.8K	0.01%	651
2021 Q4	$660K	Buy	+2,600	New	+$731K	0.02%	613

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

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

Periscope Capital's CRM Position: Q2 2022 in Review

Periscope Capital sold out of Salesforce (CRM) in Q2 2022, closing a stake of 2,536 shares — an estimated $538K sold.

Periscope Capital first reported a position in CRM in Q4 2021 and held it in 2 quarters. The position peaked at $660K in Q4 2021. 2,136 funds tracked by Wall St. Rank hold CRM as of Q2 2022.

Periscope Capital reported no remaining Salesforce position as of Q2 2022 after selling out during the quarter.
Periscope Capital sold 2,536 Salesforce shares in Q2 2022, an estimated $538K.
Periscope Capital first reported a position in Salesforce in Q4 2021 and held it in 2 quarters.
Periscope Capital's Salesforce position peaked at $660K in Q4 2021.
2,136 funds tracked by Wall St. Rank held Salesforce as of Q2 2022.

Based on Periscope Capital's 13F filing for Q2 2022, filed 15 Aug 2022.