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Tegean Capital Management’s Salesforce CRM Stock Holding History

Tegean 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
2023
Q4 		$1.84M Buy
+7,000
New +$1.58M 2.24% 13
2023
Q1 		– Sell
-40,000
Closed -$5.3M – 22
2022
Q4 		$5.3M Buy
+40,000
New +$5.84M 16.97% 2

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Tegean Capital Management's CRM Position: Q4 2023 in Review

Tegean Capital Management opened a new position in Salesforce (CRM) in Q4 2023: 7,000 shares worth $1.84M. The stake represents 2.24% of the portfolio and ranks #13 among its holdings. This is a return to the name: Tegean Capital Management previously reported a position in CRM as recently as Q4 2022.

Tegean Capital Management first reported a position in CRM in Q4 2022 and has held it in 2 quarters since. The position peaked at $5.3M in Q4 2022. 2,592 funds tracked by Wall St. Rank hold CRM as of Q4 2023.

  • Tegean Capital Management held 7,000 shares of Salesforce worth $1.84M as of Q4 2023.
  • Salesforce was a new Tegean Capital Management position in Q4 2023.
  • Salesforce made up 2.24% of Tegean Capital Management's portfolio in Q4 2023, its #13 holding.
  • Tegean Capital Management first reported a position in Salesforce in Q4 2022 and has held it in 2 quarters since.
  • Tegean Capital Management's Salesforce position peaked at $5.3M in Q4 2022.
  • 2,592 funds tracked by Wall St. Rank held Salesforce as of Q4 2023.

Based on Tegean Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.