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Shellback Capital’s Salesforce CRM Stock Holding History

Shellback 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
2021
Q4 		– Sell
-164,703
Closed -$44.7M – 108
2021
Q3 		$44.7M Buy
+164,703
New +$41.8M 2.61% 6
2020
Q4 		– Sell
-99,406
Closed -$25M – 103
2020
Q3 		$25M Buy
+99,406
New +$21.8M 1.93% 18
2016
Q2 		– Sell
-299,977
Closed -$22.1M – 88
2016
Q1 		$22.1M Buy
299,977
+96,821
+48% +$6.67M 2.38% 10
2015
Q4 		$15.9M Buy
+203,156
New +$15.9M 1.28% 27
2015
Q3 		– Sell
-348,759
Closed -$24.3M – 82
2015
Q2 		$24.3M Buy
+348,759
New +$24.8M 1.69% 22

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Shellback Capital's CRM Position: Q4 2021 in Review

Shellback Capital sold out of Salesforce (CRM) in Q4 2021, closing a stake of 164,703 shares — an estimated $44.7M sold.

Shellback Capital first reported a position in CRM in Q2 2015 and held it in 5 quarters. The position peaked at $44.7M in Q3 2021. 2,351 funds tracked by Wall St. Rank hold CRM as of Q4 2021.

  • Shellback Capital reported no remaining Salesforce position as of Q4 2021 after selling out during the quarter.
  • Shellback Capital sold 164,703 Salesforce shares in Q4 2021, an estimated $44.7M.
  • Shellback Capital first reported a position in Salesforce in Q2 2015 and held it in 5 quarters.
  • Shellback Capital's Salesforce position peaked at $44.7M in Q3 2021.
  • 2,351 funds tracked by Wall St. Rank held Salesforce as of Q4 2021.

Based on Shellback Capital's 13F filing for Q4 2021, filed 14 Feb 2022.