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Simplicity Solutions’s Salesforce CRM Stock Holding History

Simplicity Solutions’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
Q4 		$5.8M Sell
22,052
-8,018
-27% -$1.81M 0.16% 115
2023
Q3 		$6.1M Sell
30,070
-1,274
-4% -$275K 0.2% 98
2023
Q2 		$6.62M Buy
31,344
+479
+2% +$97.8K 0.18% 104
2023
Q1 		$6.17M Buy
30,865
+23,550
+322% +$3.98M 0.16% 123
2022
Q4 		$970K Sell
7,315
-821
-10% -$120K 0.13% 194
2022
Q3 		$1.17M Buy
8,136
+1,875
+30% +$318K 0.17% 140
2022
Q2 		$1.03M Sell
6,261
-551
-8% -$97.4K 0.13% 177
2022
Q1 		$1.45M Sell
6,812
-2,904
-30% -$625K 0.18% 126
2021
Q4 		$2.47M Buy
9,716
+4,066
+72% +$1.14M 0.28% 86
2021
Q3 		$1.53M Buy
5,650
+1,863
+49% +$473K 0.24% 100
2021
Q2 		$925K Buy
3,787
+645
+21% +$149K 0.18% 121
2021
Q1 		$666K Sell
3,142
-23,247
-88% -$5.18M 0.15% 156
2020
Q4 		$5.87M Buy
26,389
+2,640
+11% +$642K 0.09% 207
2020
Q3 		$5.97M Buy
23,749
+2,608
+12% +$571K 0.11% 173
2020
Q2 		$3.96M Buy
21,141
+6,392
+43% +$1.08M 0.08% 201
2020
Q1 		$2.12M Buy
14,749
+3,660
+33% +$628K 0.07% 218
2019
Q4 		$1.8M Buy
11,089
+3,176
+40% +$498K 0.05% 261
2019
Q3 		$1.18M Buy
7,913
+370
+5% +$56.2K 0.05% 263
2019
Q2 		$1.14M Sell
7,543
-1,879
-20% -$294K 0.05% 229
2019
Q1 		$1.49M Buy
9,422
+4,822
+105% +$747K 0.09% 197
2018
Q4 		$630K Buy
+4,600
New +$633K 0.08% 264
2016
Q1 		– Sell
-2,775
Closed -$218K – 258
2015
Q4 		$218K Buy
+2,775
New +$217K 0.03% 588

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Simplicity Solutions's CRM Position: Q4 2023 in Review

Simplicity Solutions reduced its Salesforce (CRM) stake by 27% in Q4 2023, selling an estimated $1.81M and leaving 22,052 shares worth $5.8M. The position accounts for 0.16% of the portfolio, ranked #115.

Simplicity Solutions first reported a position in CRM in Q4 2015 and has held it in 22 quarters since. The position peaked at $6.62M in Q2 2023. 2,593 funds tracked by Wall St. Rank hold CRM as of Q4 2023.

  • Simplicity Solutions held 22,052 shares of Salesforce worth $5.8M as of Q4 2023.
  • Simplicity Solutions sold 8,018 Salesforce shares in Q4 2023, an estimated $1.81M.
  • Salesforce made up 0.16% of Simplicity Solutions's portfolio in Q4 2023, its #115 holding.
  • Simplicity Solutions first reported a position in Salesforce in Q4 2015 and has held it in 22 quarters since.
  • Simplicity Solutions's Salesforce position peaked at $6.62M in Q2 2023.
  • 2,593 funds tracked by Wall St. Rank held Salesforce as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.