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Spark Investment Management’s Salesforce CRM Stock Holding History

Spark Investment Management’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
-21,800
Closed -$3.13M – 18
2022
Q3 		$3.13M Sell
21,800
-10,000
-31% -$1.7M 5.99% 6
2022
Q2 		$5.25M Sell
31,800
-25,000
-44% -$4.42M 7.63% 3
2022
Q1 		$12.1M Hold
56,800
– – 11.6% 3
2021
Q4 		$14.4M Hold
56,800
– – 10.36% 3
2021
Q3 		$15.4M Sell
56,800
-4,400
-7% -$1.12M 8.92% 4
2021
Q2 		$14.9M Hold
61,200
– – 8.2% 3
2021
Q1 		$13M Hold
61,200
– – 8.69% 3
2020
Q4 		$13.6M Buy
61,200
+45,000
+278% +$10.9M 11.24% 2
2020
Q3 		$4.07M Buy
+16,200
New +$3.55M 5.66% 4

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

Spark Investment Management's CRM Position: Q4 2022 in Review

Spark Investment Management sold out of Salesforce (CRM) in Q4 2022, closing a stake of 21,800 shares — an estimated $3.13M sold.

Spark Investment Management first reported a position in CRM in Q3 2020 and held it in 9 quarters. The position peaked at $15.4M in Q3 2021. 2,023 funds tracked by Wall St. Rank hold CRM as of Q4 2022.

  • Spark Investment Management reported no remaining Salesforce position as of Q4 2022 after selling out during the quarter.
  • Spark Investment Management sold 21,800 Salesforce shares in Q4 2022, an estimated $3.13M.
  • Spark Investment Management first reported a position in Salesforce in Q3 2020 and held it in 9 quarters.
  • Spark Investment Management's Salesforce position peaked at $15.4M in Q3 2021.
  • 2,023 funds tracked by Wall St. Rank held Salesforce as of Q4 2022.

Based on Spark Investment Management's 13F filing for Q4 2022, filed 10 Feb 2023.