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Permanens Capital’s Salesforce CRM Stock Holding History

Permanens 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
-26,905
Closed -$5.71M – 42
2022
Q1 		$5.71M Sell
26,905
-7,171
-21% -$1.54M 0.89% 23
2021
Q4 		$8.66M Hold
34,076
– – 1.36% 15
2021
Q3 		$9.24M Sell
34,076
-93
-0.3% -$23.6K 1.68% 8
2021
Q2 		$8.35M Buy
34,169
+9,280
+37% +$2.14M 1.5% 14
2021
Q1 		$5.27M Buy
24,889
+7,610
+44% +$1.69M 1.08% 26
2020
Q4 		$3.85M Buy
17,279
+15,899
+1,152% +$3.87M 0.81% 29
2020
Q3 		$347K Buy
1,380
+399
+41% +$87.3K 0.12% 27
2020
Q2 		$183K Sell
981
-769
-44% -$130K 0.07% 32
2020
Q1 		$252K Sell
1,750
-2,250
-56% -$386K 0.08% 21
2019
Q4 		$651K Sell
4,000
-2,000
-33% -$314K 0.16% 27
2019
Q3 		$891K Buy
6,000
+2,000
+50% +$304K 0.25% 25
2019
Q2 		$607K Buy
4,000
+1,000
+33% +$157K 0.17% 26
2019
Q1 		$475K Buy
+3,000
New +$465K 0.14% 26

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Permanens Capital's CRM Position: Q2 2022 in Review

Permanens Capital sold out of Salesforce (CRM) in Q2 2022, closing a stake of 26,905 shares — an estimated $5.71M sold.

Permanens Capital first reported a position in CRM in Q1 2019 and held it in 13 quarters. The position peaked at $9.24M in Q3 2021. 2,136 funds tracked by Wall St. Rank hold CRM as of Q2 2022.

  • Permanens Capital reported no remaining Salesforce position as of Q2 2022 after selling out during the quarter.
  • Permanens Capital sold 26,905 Salesforce shares in Q2 2022, an estimated $5.71M.
  • Permanens Capital first reported a position in Salesforce in Q1 2019 and held it in 13 quarters.
  • Permanens Capital's Salesforce position peaked at $9.24M in Q3 2021.
  • 2,136 funds tracked by Wall St. Rank held Salesforce as of Q2 2022.

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