Styrax Capital’s Salesforce CRM Stock Holding History

Styrax Capital’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	–	Sell	-152,286	Closed	-$25.1M	–	14
2022 Q2	$25.1M	Sell	152,286 -172,000	-53%	-$30.4M	7.16%	6
2022 Q1	$68.9M	Buy	+324,286	New	+$69.8M	11.94%	4

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

Styrax Capital's CRM Position: Q3 2022 in Review

Styrax Capital sold out of Salesforce (CRM) in Q3 2022, closing a stake of 152,286 shares — an estimated $25.1M sold.

Styrax Capital first reported a position in CRM in Q1 2022 and held it in 2 quarters. The position peaked at $68.9M in Q1 2022. 2,056 funds tracked by Wall St. Rank hold CRM as of Q3 2022.

Styrax Capital reported no remaining Salesforce position as of Q3 2022 after selling out during the quarter.
Styrax Capital sold 152,286 Salesforce shares in Q3 2022, an estimated $25.1M.
Styrax Capital first reported a position in Salesforce in Q1 2022 and held it in 2 quarters.
Styrax Capital's Salesforce position peaked at $68.9M in Q1 2022.
2,056 funds tracked by Wall St. Rank held Salesforce as of Q3 2022.

Based on Styrax Capital's 13F filing for Q3 2022, filed 14 Nov 2022.