QCM Cayman’s Salesforce CRM Stock Holding History

QCM Cayman’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 Q3	–	Sell	-2,869	Closed	-$606K	–	76
2023 Q2	$606K	Buy	+2,869	New	+$586K	3.56%	3
2023 Q1	–	Sell	-1,541	Closed	-$204K	–	70
2022 Q4	$204K	Buy	+1,541	New	+$225K	3.14%	21
2021 Q4	–	Sell	-835	Closed	-$226K	–	82
2021 Q3	$226K	Buy	+835	New	+$212K	0.62%	75
2021 Q1	–	Sell	-1,173	Closed	-$261K	–	143
2020 Q4	$261K	Buy	+1,173	New	+$285K	0.27%	143
2018 Q4	–	Sell	-2,636	Closed	-$419K	–	145
2018 Q3	$419K	Buy	+2,636	New	+$391K	1.37%	18
2015 Q1	–	Sell	-6,184	Closed	-$367K	–	212
2014 Q4	$367K	Buy	+6,184	New	+$365K	0.15%	96
2014 Q3	–	Sell	-5,523	Closed	-$311K	–	216
2014 Q2	$321K	Buy	5,523 +3	+0.1%	+$162	0.15%	113
2014 Q1	$315K	Buy	+5,520	New	+$330K	0.07%	167

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

QCM Cayman's CRM Position: Q3 2023 in Review

QCM Cayman sold out of Salesforce (CRM) in Q3 2023, closing a stake of 2,869 shares — an estimated $606K sold.

QCM Cayman first reported a position in CRM in Q1 2014 and held it in 8 quarters. The position peaked at $606K in Q2 2023. 2,285 funds tracked by Wall St. Rank hold CRM as of Q3 2023.

QCM Cayman reported no remaining Salesforce position as of Q3 2023 after selling out during the quarter.
QCM Cayman sold 2,869 Salesforce shares in Q3 2023, an estimated $606K.
QCM Cayman first reported a position in Salesforce in Q1 2014 and held it in 8 quarters.
QCM Cayman's Salesforce position peaked at $606K in Q2 2023.
2,285 funds tracked by Wall St. Rank held Salesforce as of Q3 2023.

Based on QCM Cayman's 13F filing for Q3 2023, filed 30 Oct 2023.