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
-9,200
Closed -$759K – 204
2017
Q1 		$759K Buy
+9,200
New +$735K 0.14% 153
2014
Q4 		– Sell
-4,500
Closed -$259K – 252
2014
Q3 		$259K Buy
4,500
+300
+7% +$16.9K 0.06% 136
2014
Q2 		$244K Buy
+4,200
New +$227K 0.12% 155
2013
Q4 		– Sell
-5,100
Closed -$265K – 107
2013
Q3 		$265K Buy
+5,100
New +$231K 0.16% 127

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.