PSC
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Portman Square Capital’s Salesforce CRM Stock Holding History

Portman Square 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
2023
Q4 		– Sell
-4,900
Closed -$994K – 439
2023
Q3 		$994K Buy
+4,900
New +$1.06M 0.02% 365
2023
Q1 		– Sell
-110,700
Closed -$14.7M – 316
2022
Q4 		$14.7M Buy
+110,700
New +$16.2M 1.08% 24

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Portman Square Capital's CRM Position: Q1 2023 in Review

Portman Square Capital sold out of Salesforce (CRM) in Q1 2023, closing a stake of 13,082 shares — an estimated $1.73M sold.

Portman Square Capital first reported a position in CRM in Q4 2022 and held it in 1 quarter. The position peaked at $1.73M in Q4 2022. 2,176 funds tracked by Wall St. Rank hold CRM as of Q1 2023.

  • Portman Square Capital reported no remaining Salesforce position as of Q1 2023 after selling out during the quarter.
  • Portman Square Capital sold 13,082 Salesforce shares in Q1 2023, an estimated $1.73M.
  • Portman Square Capital first reported a position in Salesforce in Q4 2022 and held it in 1 quarter.
  • Portman Square Capital's Salesforce position peaked at $1.73M in Q4 2022.
  • 2,176 funds tracked by Wall St. Rank held Salesforce as of Q1 2023.

Based on Portman Square Capital's 13F filing for Q1 2023, filed 4 May 2023.