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Seven Eight Capital’s Salesforce CRM Stock Holding History

Seven Eight Capital’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
-21,734
Closed -$4.59M – 608
2023
Q2 		$4.59M Buy
+21,734
New +$4.44M 0.76% 19
2023
Q1 		– Sell
-14,991
Closed -$1.99M – 458
2022
Q4 		$1.99M Buy
+14,991
New +$2.19M 0.52% 52
2021
Q4 		– Sell
-3,681
Closed -$998K – 508
2021
Q3 		$998K Sell
3,681
-12,406
-77% -$3.15M 0.1% 306
2021
Q2 		$3.93M Buy
+16,087
New +$3.71M 0.55% 21
2020
Q2 		– Sell
-43,700
Closed -$6.29M – 371
2020
Q1 		$6.29M Buy
43,700
+35,284
+419% +$6.05M 1.62% 1
2019
Q4 		$1.37M Sell
8,416
-8,200
-49% -$1.29M 0.07% 399
2019
Q3 		$2.47M Buy
+16,616
New +$2.53M 0.13% 238
2019
Q2 		– Sell
-2,096
Closed -$332K – 609
2019
Q1 		$332K Buy
+2,096
New +$325K 0.02% 478
2018
Q2 		– Sell
-14,902
Closed -$1.73M – 482
2018
Q1 		$1.73M Buy
14,902
+8,900
+148% +$1.02M 0.14% 190
2017
Q4 		$614K Sell
6,002
-20,600
-77% -$2.1M 0.06% 307
2017
Q3 		$2.48M Buy
26,602
+18,500
+228% +$1.7M 0.3% 111
2017
Q2 		$702K Buy
8,102
+6,000
+285% +$523K 0.1% 262
2017
Q1 		$173K Sell
2,102
-34,000
-94% -$2.72M 0.03% 374
2016
Q4 		$2.47M Buy
+36,102
New +$2.62M 0.5% 43
2016
Q3 		– Sell
-8,002
Closed -$635K – 387
2016
Q2 		$635K Buy
8,002
+7,200
+898% +$565K 0.22% 158
2016
Q1 		$59K Sell
802
-9,100
-92% -$627K 0.03% 430
2015
Q4 		$776K Buy
9,902
+7,500
+312% +$586K 0.53% 44
2015
Q3 		$167K Buy
2,402
+400
+20% +$28.4K 0.15% 216
2015
Q2 		$139K Buy
+2,002
New +$143K 0.16% 208
2014
Q1 		– Sell
-2,100
Closed -$116K – 323
2013
Q4 		$116K Buy
+2,100
New +$112K 0.13% 249

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

Seven Eight Capital's CRM Position: Q3 2023 in Review

Seven Eight Capital sold out of Salesforce (CRM) in Q3 2023, closing a stake of 21,734 shares — an estimated $4.59M sold.

Seven Eight Capital first reported a position in CRM in Q4 2013 and held it in 20 quarters. The position peaked at $6.29M in Q1 2020. 2,286 funds tracked by Wall St. Rank hold CRM as of Q3 2023.

  • Seven Eight Capital reported no remaining Salesforce position as of Q3 2023 after selling out during the quarter.
  • Seven Eight Capital sold 21,734 Salesforce shares in Q3 2023, an estimated $4.59M.
  • Seven Eight Capital first reported a position in Salesforce in Q4 2013 and held it in 20 quarters.
  • Seven Eight Capital's Salesforce position peaked at $6.29M in Q1 2020.
  • 2,286 funds tracked by Wall St. Rank held Salesforce as of Q3 2023.

Based on Seven Eight Capital's 13F filing for Q3 2023, filed 14 Nov 2023.