SC
CRM icon

Slow Capital’s Salesforce CRM Stock Holding History

Slow 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
2022
Q4 		– Sell
-10,573
Closed -$1.52M – 137
2022
Q3 		$1.52M Sell
10,573
-953
-8% -$162K 0.33% 92
2022
Q2 		$1.9M Buy
11,526
+94
+0.8% +$16.6K 0.46% 71
2022
Q1 		$2.43M Sell
11,432
-431
-4% -$92.8K 0.45% 76
2021
Q4 		$3.02M Buy
11,863
+649
+6% +$182K 0.52% 67
2021
Q3 		$3.04M Buy
11,214
+954
+9% +$242K 0.56% 59
2021
Q2 		$2.51M Buy
10,260
+436
+4% +$100K 0.47% 80
2021
Q1 		$2.1M Buy
9,824
+2,655
+37% +$591K 0.46% 84
2020
Q4 		$1.6M Buy
7,169
+200
+3% +$48.6K 0.38% 97
2020
Q3 		$1.75M Sell
6,969
-25
-0.4% -$5.47K 0.48% 79
2020
Q2 		$1.31M Sell
6,994
-320
-4% -$53.9K 0.38% 95
2020
Q1 		$1.05M Sell
7,314
-268
-4% -$45.9K 0.4% 95
2019
Q4 		$1.23M Buy
7,582
+317
+4% +$49.7K 0.38% 92
2019
Q3 		$1.08M Sell
7,265
-1,486
-17% -$226K 0.38% 96
2019
Q2 		$1.33M Sell
8,751
-4,046
-32% -$634K 0.55% 68
2019
Q1 		$2.03M Sell
12,797
-112
-0.9% -$17.4K 0.81% 45
2018
Q4 		$1.77M Buy
12,909
+6
+0% +$825 0.85% 44
2018
Q3 		$2.05M Buy
12,903
+454
+4% +$67.4K 0.91% 36
2018
Q2 		$1.7M Buy
12,449
+988
+9% +$126K 0.86% 47
2018
Q1 		$1.33M Sell
11,461
-53
-0.5% -$6.09K 0.6% 70
2017
Q4 		$1.18M Buy
+11,514
New +$1.17M 0.61% 71

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $295B AUM 31.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Slow Capital's CRM Position: Q4 2022 in Review

Slow Capital sold out of Salesforce (CRM) in Q4 2022, closing a stake of 10,573 shares — an estimated $1.52M sold.

Slow Capital first reported a position in CRM in Q4 2017 and held it in 20 quarters. The position peaked at $3.04M in Q3 2021. 2,024 funds tracked by Wall St. Rank hold CRM as of Q4 2022.

  • Slow Capital reported no remaining Salesforce position as of Q4 2022 after selling out during the quarter.
  • Slow Capital sold 10,573 Salesforce shares in Q4 2022, an estimated $1.52M.
  • Slow Capital first reported a position in Salesforce in Q4 2017 and held it in 20 quarters.
  • Slow Capital's Salesforce position peaked at $3.04M in Q3 2021.
  • 2,024 funds tracked by Wall St. Rank held Salesforce as of Q4 2022.

Based on Slow Capital's 13F filing for Q4 2022, filed 13 Feb 2023.