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Polar Capital Holdings’s Salesforce CRM Stock Holding History

Polar Capital Holdings’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
Q2 		– Sell
-364,857
Closed -$110M – 282
2024
Q1 		$110M Buy
364,857
+90,444
+33% +$26.1M 0.58% 43
2023
Q4 		$72.2M Sell
274,413
-20,243
-7% -$4.58M 0.44% 63
2023
Q3 		$59.8M Hold
294,656
– – 0.44% 66
2023
Q2 		$62.2M Sell
294,656
-93,953
-24% -$19.2M 0.31% 77
2023
Q1 		$77.6M Sell
388,609
-59,033
-13% -$9.97M 0.5% 57
2022
Q4 		$59.4M Buy
447,642
+3,651
+0.8% +$533K 0.47% 68
2022
Q3 		$63.9K Sell
443,991
-251,020
-36% -$42.6M 0.41% 65
2022
Q2 		$115K Buy
695,011
+613,852
+756% +$108M 0.67% 28
2022
Q1 		$17.2K Sell
81,159
-307,076
-79% -$66.1M 0.08% 177
2021
Q4 		$98.7K Sell
388,235
-281,933
-42% -$79.2M 0.37% 58
2021
Q3 		$182K Buy
670,168
+238,050
+55% +$60.5M 0.74% 24
2021
Q2 		$106K Sell
432,118
-6,488
-1% -$1.5M 0.46% 48
2021
Q1 		$92.9M Sell
438,606
-159,479
-27% -$35.5M 0.58% 48
2020
Q4 		$133M Buy
+598,085
New +$145M 0.81% 25

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

Polar Capital Holdings's CRM Position: Q2 2024 in Review

Polar Capital Holdings sold out of Salesforce (CRM) in Q2 2024, closing a stake of 364,857 shares — an estimated $110M sold.

Polar Capital Holdings first reported a position in CRM in Q4 2020 and held it in 14 quarters. The position peaked at $133M in Q4 2020. 2,621 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

  • Polar Capital Holdings reported no remaining Salesforce position as of Q2 2024 after selling out during the quarter.
  • Polar Capital Holdings sold 364,857 Salesforce shares in Q2 2024, an estimated $110M.
  • Polar Capital Holdings first reported a position in Salesforce in Q4 2020 and held it in 14 quarters.
  • Polar Capital Holdings's Salesforce position peaked at $133M in Q4 2020.
  • 2,621 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on Polar Capital Holdings's 13F filing for Q2 2024, filed 14 Aug 2024.