Spearhead Capital Advisors’s Salesforce CRM Stock Holding History

Spearhead Capital Advisors’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 Q3	$1.38M	Sell	9,571 -86,722	-90%	-$14.7M	1.49%	19
2022 Q2	$15.9M	Sell	96,293 -1,314	-1%	-$232K	2.37%	13
2022 Q1	$20.7M	Buy	97,607 +23,321	+31%	+$5.02M	2.57%	12
2021 Q4	$18.9M	Buy	74,286 +1,326	+2%	+$373K	2.28%	15
2021 Q3	$19.8M	Buy	72,960 +3,303	+5%	+$839K	2.64%	11
2021 Q2	$17M	Buy	69,657 +1,585	+2%	+$365K	2.32%	10
2021 Q1	$14.4M	Buy	68,072 +2,770	+4%	+$617K	2.13%	13
2020 Q4	$14.5M	Buy	65,302 +3,571	+6%	+$868K	2.31%	11
2020 Q3	$15.5M	Sell	61,731 -161	-0.3%	-$35.2K	2.96%	6
2020 Q2	$11.6M	Buy	61,892 +3,022	+5%	+$509K	2.48%	10
2020 Q1	$8.48M	Buy	58,870 +4,391	+8%	+$753K	2.44%	11
2019 Q4	$8.86M	Buy	54,479 +3,444	+7%	+$540K	2.2%	12
2019 Q3	$7.58M	Buy	+51,035	New	+$7.76M	2.11%	14

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Spearhead Capital Advisors's CRM Position: Q3 2022 in Review

Spearhead Capital Advisors reduced its Salesforce (CRM) stake by 90% in Q3 2022, selling an estimated $14.7M and leaving 9,571 shares worth $1.38M. The position accounts for 1.49% of the portfolio, ranked #19.

Spearhead Capital Advisors first reported a position in CRM in Q3 2019 and has held it in 13 quarters since. The position peaked at $20.7M in Q1 2022. 2,056 funds tracked by Wall St. Rank hold CRM as of Q3 2022.

Spearhead Capital Advisors held 9,571 shares of Salesforce worth $1.38M as of Q3 2022.
Spearhead Capital Advisors sold 86,722 Salesforce shares in Q3 2022, an estimated $14.7M.
Salesforce made up 1.49% of Spearhead Capital Advisors's portfolio in Q3 2022, its #19 holding.
Spearhead Capital Advisors first reported a position in Salesforce in Q3 2019 and has held it in 13 quarters since.
Spearhead Capital Advisors's Salesforce position peaked at $20.7M in Q1 2022.
2,056 funds tracked by Wall St. Rank held Salesforce as of Q3 2022.

Based on Spearhead Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.