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SRS Investment Management’s Salesforce CRM Stock Holding History

SRS 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
2017
Q4 		– Sell
-2,368,722
Closed -$221M – 20
2017
Q3 		$221M Buy
2,368,722
+31,500
+1% +$2.9M 4.57% 7
2017
Q2 		$202M Sell
2,337,222
-96,012
-4% -$8.36M 4.89% 7
2017
Q1 		$201M Hold
2,433,234
– – 4.82% 6
2016
Q4 		$167M Buy
+2,433,234
New +$177M 4.81% 7

Other funds holding CRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SRS Investment Management's CRM Position: Q4 2017 in Review

SRS Investment Management sold out of Salesforce (CRM) in Q4 2017, closing a stake of 2,368,722 shares — an estimated $221M sold.

SRS Investment Management first reported a position in CRM in Q4 2016 and held it in 4 quarters. The position peaked at $221M in Q3 2017. 1,002 funds tracked by Wall St. Rank hold CRM as of Q4 2017.

  • SRS Investment Management reported no remaining Salesforce position as of Q4 2017 after selling out during the quarter.
  • SRS Investment Management sold 2,368,722 Salesforce shares in Q4 2017, an estimated $221M.
  • SRS Investment Management first reported a position in Salesforce in Q4 2016 and held it in 4 quarters.
  • SRS Investment Management's Salesforce position peaked at $221M in Q3 2017.
  • 1,002 funds tracked by Wall St. Rank held Salesforce as of Q4 2017.

Based on SRS Investment Management's 13F filing for Q4 2017, filed 14 Feb 2018.