Scott Ferguson’s Salesforce CRM Stock Holding History

Scott Ferguson’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 Q2	–	Sell	-335,300	Closed	-$101M	–	18
2024 Q1	$101M	Sell	335,300 -153,500	-31%	-$44.3M	4.32%	8
2023 Q4	$129M	Sell	488,800 -76,600	-14%	-$17.3M	6.02%	5
2023 Q3	$115M	Buy	565,400 +141,000	+33%	+$30.5M	5.35%	5
2023 Q2	$89.7M	Sell	424,400 -112,700	-21%	-$23M	3.74%	7
2023 Q1	$107M	Buy	+537,100	New	+$90.7M	4.75%	6
2022 Q4	–	Sell	-271,900	Closed	-$39.1M	–	21
2022 Q3	$39.1M	Buy	271,900 +231,900	+580%	+$39.3M	1.46%	14
2022 Q2	$6.6M	Sell	40,000 -213,100	-84%	-$37.7M	0.2%	19
2022 Q1	$53.7M	Buy	+253,100	New	+$54.5M	1.37%	12
2020 Q3	–	Sell	-485,000	Closed	-$90.9M	–	20
2020 Q2	$90.9M	Sell	485,000 -200,000	-29%	-$33.7M	6.47%	3
2020 Q1	$98.6M	Sell	685,000 -70,000	-9%	-$12M	9.58%	4
2019 Q4	$123M	Hold	755,000	–	–	9.64%	3
2019 Q3	$112M	Sell	755,000 -155,000	-17%	-$23.6M	8.77%	6
2019 Q2	$138M	Buy	+910,000	New	+$143M	14.58%	3
2019 Q1	–	Sell	-1,685,000	Closed	-$231M	–	14
2018 Q4	$231M	Buy	1,685,000 +435,000	+35%	+$59.8M	14.08%	3
2018 Q3	$199M	Sell	1,250,000 -485,000	-28%	-$72M	9.24%	4
2018 Q2	$237M	Sell	1,735,000 -220,000	-11%	-$28.1M	8.69%	4
2018 Q1	$227M	Hold	1,955,000	–	–	7.58%	5
2017 Q4	$200M	Sell	1,955,000 -175,000	-8%	-$17.8M	9.26%	6
2017 Q3	$199M	Hold	2,130,000	–	–	9.45%	5
2017 Q2	$184M	Hold	2,130,000	–	–	8.45%	5
2017 Q1	$176M	Hold	2,130,000	–	–	5.69%	4
2016 Q4	$146M	Buy	+2,130,000	New	+$155M	5.58%	8

Other funds holding CRM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Scott Ferguson's CRM Position: Q2 2024 in Review

Scott Ferguson sold out of Salesforce (CRM) in Q2 2024, closing a stake of 335,300 shares — an estimated $101M sold.

Scott Ferguson first reported a position in CRM in Q4 2016 and held it in 22 quarters. The position peaked at $237M in Q2 2018. 2,624 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

Scott Ferguson reported no remaining Salesforce position as of Q2 2024 after selling out during the quarter.
Scott Ferguson sold 335,300 Salesforce shares in Q2 2024, an estimated $101M.
Scott Ferguson first reported a position in Salesforce in Q4 2016 and held it in 22 quarters.
Scott Ferguson's Salesforce position peaked at $237M in Q2 2018.
2,624 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on Sachem Head Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.