QC
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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
2017
Q2 		– Sell
-14,400
Closed -$1.19M – 203
2017
Q1 		$1.19M Buy
+14,400
New +$1.15M 0.22% 113
2014
Q4 		– Sell
-7,600
Closed -$437K – 251
2014
Q3 		$437K Buy
7,600
+4,100
+117% +$231K 0.1% 82
2014
Q2 		$203K Sell
3,500
-2,500
-42% -$135K 0.1% 195
2014
Q1 		$343K Buy
+6,000
New +$359K 0.08% 151
2013
Q4 		– Sell
-4,500
Closed -$234K – 106
2013
Q3 		$234K Buy
+4,500
New +$204K 0.14% 142

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 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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.