SXL
CRM icon

Summit X LLC’s Salesforce CRM Stock Holding History

Summit X LLC’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
2023
Q3 		– Sell
-1,084
Closed -$229K – 203
2023
Q2 		$229K Buy
1,084
+50
+5% +$10.2K 0.06% 247
2023
Q1 		$207K Buy
+1,034
New +$175K 0.05% 244
2022
Q2 		– Sell
-1,344
Closed -$284K – 252
2022
Q1 		$284K Sell
1,344
-98
-7% -$21.1K 0.07% 217
2021
Q4 		$367K Sell
1,442
-161
-10% -$45.2K 0.09% 203
2021
Q3 		$435K Hold
1,603
– – 0.11% 183
2021
Q2 		$392K Buy
1,603
+2
+0.1% +$461 0.1% 193
2021
Q1 		$339K Sell
1,601
-290
-15% -$64.6K 0.09% 208
2020
Q4 		$417K Buy
1,891
+1,491
+373% +$363K 0.12% 168
2020
Q3 		$1.26K Buy
+400
New +$87.6K 0.02% 220

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Summit X LLC's CRM Position: Q3 2023 in Review

Summit X LLC sold out of Salesforce (CRM) in Q3 2023, closing a stake of 1,084 shares — an estimated $229K sold.

Summit X LLC first reported a position in CRM in Q3 2020 and held it in 9 quarters. The position peaked at $435K in Q3 2021. 2,285 funds tracked by Wall St. Rank hold CRM as of Q3 2023.

  • Summit X LLC reported no remaining Salesforce position as of Q3 2023 after selling out during the quarter.
  • Summit X LLC sold 1,084 Salesforce shares in Q3 2023, an estimated $229K.
  • Summit X LLC first reported a position in Salesforce in Q3 2020 and held it in 9 quarters.
  • Summit X LLC's Salesforce position peaked at $435K in Q3 2021.
  • 2,285 funds tracked by Wall St. Rank held Salesforce as of Q3 2023.

Based on Summit X LLC's 13F filing for Q3 2023, filed 6 Nov 2023.