SurgoCap Partners’s Salesforce CRM Stock Holding History

SurgoCap Partners’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 Q2	–	Sell	-267,397	Closed	-$80.5M	–	14
2024 Q1	$80.5M	Buy	+267,397	New	+$77.2M	4.32%	12

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

SurgoCap Partners's CRM Position: Q2 2024 in Review

SurgoCap Partners sold out of Salesforce (CRM) in Q2 2024, closing a stake of 267,397 shares — an estimated $80.5M sold.

SurgoCap Partners first reported a position in CRM in Q1 2024 and held it in 1 quarter. The position peaked at $80.5M in Q1 2024. 2,624 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

SurgoCap Partners reported no remaining Salesforce position as of Q2 2024 after selling out during the quarter.
SurgoCap Partners sold 267,397 Salesforce shares in Q2 2024, an estimated $80.5M.
SurgoCap Partners first reported a position in Salesforce in Q1 2024 and held it in 1 quarter.
SurgoCap Partners's Salesforce position peaked at $80.5M in Q1 2024.
2,624 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on SurgoCap Partners's 13F filing for Q2 2024, filed 14 Aug 2024.