Seaport Global Advisors’s Salesforce CRM Stock Holding History

Seaport Global Advisors’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 Q3	$743K	Hold	2,715	–	–	2.35%	17
2024 Q2	$698K	Hold	2,715	–	–	2.5%	17
2024 Q1	$818K	Buy	2,715 +704	+35%	+$203K	1.66%	21
2023 Q4	$529K	Sell	2,011 -488	-20%	-$110K	1.27%	35
2023 Q3	$507K	Sell	2,499 -148	-6%	-$32K	1.52%	24
2023 Q2	$559K	Sell	2,647 -1,028	-28%	-$210K	1.65%	16
2023 Q1	$734K	Buy	3,675 +90	+3%	+$15.2K	2.32%	6
2022 Q4	$475K	Buy	3,585 +1,044	+41%	+$152K	1.65%	11
2022 Q3	$365K	Buy	2,541 +248	+11%	+$42.1K	1.49%	10
2022 Q2	$378K	Buy	2,293 +1,450	+172%	+$256K	1.41%	12
2022 Q1	$179K	Sell	843 -1,023	-55%	-$220K	0.57%	79
2021 Q4	$474K	Buy	+1,866	New	+$524K	0.64%	61

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 Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Seaport Global Advisors's CRM Position: Q3 2024 in Review

Seaport Global Advisors held its Salesforce (CRM) position steady in Q3 2024 at 2,715 shares worth $743K. The position accounts for 2.35% of the portfolio, ranked #17.

Seaport Global Advisors first reported a position in CRM in Q4 2021 and has held it in 12 quarters since. The position peaked at $818K in Q1 2024. 2,648 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

Seaport Global Advisors held 2,715 shares of Salesforce worth $743K as of Q3 2024.
Seaport Global Advisors left its Salesforce share count unchanged in Q3 2024.
Salesforce made up 2.35% of Seaport Global Advisors's portfolio in Q3 2024, its #17 holding.
Seaport Global Advisors first reported a position in Salesforce in Q4 2021 and has held it in 12 quarters since.
Seaport Global Advisors's Salesforce position peaked at $818K in Q1 2024.
2,648 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on Seaport Global Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.