SCM
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Steadfast Capital Management’s Salesforce CRM Stock Holding History

Steadfast Capital 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
2020
Q4 		– Sell
-709,313
Closed -$178M – 67
2020
Q3 		$178M Sell
709,313
-148,964
-17% -$32.6M 1.95% 22
2020
Q2 		$161M Buy
858,277
+378,962
+79% +$63.9M 1.84% 19
2020
Q1 		$69M Buy
+479,315
New +$82.2M 1.06% 35
2015
Q2 		– Sell
-535,475
Closed -$35.8M – 66
2015
Q1 		$35.8M Buy
+535,475
New +$33.2M 0.5% 45

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Steadfast Capital Management's CRM Position: Q4 2020 in Review

Steadfast Capital Management sold out of Salesforce (CRM) in Q4 2020, closing a stake of 709,313 shares — an estimated $178M sold.

Steadfast Capital Management first reported a position in CRM in Q1 2015 and held it in 4 quarters. The position peaked at $178M in Q3 2020. 1,990 funds tracked by Wall St. Rank hold CRM as of Q4 2020.

  • Steadfast Capital Management reported no remaining Salesforce position as of Q4 2020 after selling out during the quarter.
  • Steadfast Capital Management sold 709,313 Salesforce shares in Q4 2020, an estimated $178M.
  • Steadfast Capital Management first reported a position in Salesforce in Q1 2015 and held it in 4 quarters.
  • Steadfast Capital Management's Salesforce position peaked at $178M in Q3 2020.
  • 1,990 funds tracked by Wall St. Rank held Salesforce as of Q4 2020.

Based on Steadfast Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.