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Private Capital Management (Colorado)’s Salesforce CRM Stock Holding History

Private Capital Management (Colorado)’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
Q4 		$245K Sell
733
-81
-10% -$25.9K 0.05% 116
2024
Q3 		$223K Sell
814
-241
-23% -$61.7K 0.04% 173
2024
Q2 		$271K Sell
1,055
-402
-28% -$108K 0.05% 123
2024
Q1 		$439K Sell
1,457
-41
-3% -$11.8K 0.1% 90
2023
Q4 		$394K Buy
1,498
+127
+9% +$28.7K 0.1% 92
2023
Q3 		$278K Buy
1,371
+67
+5% +$14.5K 0.08% 96
2023
Q2 		$275K Buy
1,304
+45
+4% +$9.19K 0.08% 96
2023
Q1 		$252K Buy
+1,259
New +$213K 0.08% 114
2022
Q1 		– Sell
-805
Closed -$205K – 155
2021
Q4 		$205K Sell
805
-88
-10% -$24.7K 0.07% 138
2021
Q3 		$242K Sell
893
-49
-5% -$12.4K 0.1% 115
2021
Q2 		$230K Buy
+942
New +$217K 0.11% 113
2020
Q4 		– Sell
-893
Closed -$224K – 120
2020
Q3 		$224K Buy
+893
New +$195K 0.18% 70

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Private Capital Management (Colorado)'s CRM Position: Q4 2024 in Review

Private Capital Management (Colorado) reduced its Salesforce (CRM) stake by 10% in Q4 2024, selling an estimated $25.9K and leaving 733 shares worth $245K. The position accounts for 0.05% of the portfolio, ranked #116.

Private Capital Management (Colorado) first reported a position in CRM in Q3 2020 and has held it in 12 quarters since. The position peaked at $439K in Q1 2024. 3,101 funds tracked by Wall St. Rank hold CRM as of Q4 2024.

  • Private Capital Management (Colorado) held 733 shares of Salesforce worth $245K as of Q4 2024.
  • Private Capital Management (Colorado) sold 81 Salesforce shares in Q4 2024, an estimated $25.9K.
  • Salesforce made up 0.05% of Private Capital Management (Colorado)'s portfolio in Q4 2024, its #116 holding.
  • Private Capital Management (Colorado) first reported a position in Salesforce in Q3 2020 and has held it in 12 quarters since.
  • Private Capital Management (Colorado)'s Salesforce position peaked at $439K in Q1 2024.
  • 3,101 funds tracked by Wall St. Rank held Salesforce as of Q4 2024.

Based on Private Capital Management (Colorado)'s 13F filing for Q4 2024, filed 5 Feb 2025.