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Privium Fund Management’s Salesforce CRM Stock Holding History

Privium Fund Management’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
Q4 		– Sell
-1,872
Closed -$275K – 165
2022
Q3 		$275K Sell
1,872
-18,578
-91% -$3.15M 0.1% 83
2022
Q2 		$3.38M Buy
20,450
+16,641
+437% +$2.94M 1.12% 25
2022
Q1 		$809K Buy
+3,809
New +$820K 0.18% 68

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Privium Fund Management's CRM Position: Q4 2022 in Review

Privium Fund Management sold out of Salesforce (CRM) in Q4 2022, closing a stake of 1,872 shares — an estimated $275K sold.

Privium Fund Management first reported a position in CRM in Q1 2022 and held it in 3 quarters. The position peaked at $3.38M in Q2 2022. 2,022 funds tracked by Wall St. Rank hold CRM as of Q4 2022.

  • Privium Fund Management reported no remaining Salesforce position as of Q4 2022 after selling out during the quarter.
  • Privium Fund Management sold 1,872 Salesforce shares in Q4 2022, an estimated $275K.
  • Privium Fund Management first reported a position in Salesforce in Q1 2022 and held it in 3 quarters.
  • Privium Fund Management's Salesforce position peaked at $3.38M in Q2 2022.
  • 2,022 funds tracked by Wall St. Rank held Salesforce as of Q4 2022.

Based on Privium Fund Management's 13F filing for Q4 2022, filed 3 Feb 2023.