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SpiderRock Advisors’s Salesforce CRM Stock Holding History

SpiderRock 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
2024
Q3 		$5.01M Buy
18,300
+2,500
+16% +$640K 0.08% 174
2024
Q2 		$4.06M Sell
15,800
-5,100
-24% -$1.36M 0.08% 172
2024
Q1 		$6.28M Buy
+20,900
New +$6.03M 0.16% 108
2023
Q4 		– Hold
0
– – – 36
2020
Q4 		– Hold
0
– -$28K – 177
2020
Q3 		– Hold
0
– – – 163
2020
Q2 		– Hold
0
– – – 126
2020
Q1 		– Hold
0
– – – 120
2019
Q4 		– Hold
0
– – – 85

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

SpiderRock Advisors's CRM Position: Q3 2024 in Review

SpiderRock Advisors reduced its Salesforce (CRM) stake by 5.9% in Q3 2024, selling an estimated $478K and leaving 29,726 shares worth $8.14M. The position accounts for 0.13% of the portfolio, ranked #123.

SpiderRock Advisors first reported a position in CRM in Q1 2024 and has held it in 3 quarters since. The position peaked at $11.8M in Q1 2024. 2,647 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

  • SpiderRock Advisors held 29,726 shares of Salesforce worth $8.14M as of Q3 2024.
  • SpiderRock Advisors sold 1,866 Salesforce shares in Q3 2024, an estimated $478K.
  • Salesforce made up 0.13% of SpiderRock Advisors's portfolio in Q3 2024, its #123 holding.
  • SpiderRock Advisors first reported a position in Salesforce in Q1 2024 and has held it in 3 quarters since.
  • SpiderRock Advisors's Salesforce position peaked at $11.8M in Q1 2024.
  • 2,647 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.