Thunderbird Partners’s Salesforce CRM Stock Holding History

Thunderbird 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
2022 Q4	–	Sell	-82,333	Closed	-$11.8M	–	13
2022 Q3	$11.8M	Buy	+82,333	New	+$14M	3.29%	9

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Thunderbird Partners's CRM Position: Q4 2022 in Review

Thunderbird Partners sold out of Salesforce (CRM) in Q4 2022, closing a stake of 82,333 shares — an estimated $11.8M sold.

Thunderbird Partners first reported a position in CRM in Q3 2022 and held it in 1 quarter. The position peaked at $11.8M in Q3 2022. 2,023 funds tracked by Wall St. Rank hold CRM as of Q4 2022.

Thunderbird Partners reported no remaining Salesforce position as of Q4 2022 after selling out during the quarter.
Thunderbird Partners sold 82,333 Salesforce shares in Q4 2022, an estimated $11.8M.
Thunderbird Partners first reported a position in Salesforce in Q3 2022 and held it in 1 quarter.
Thunderbird Partners's Salesforce position peaked at $11.8M in Q3 2022.
2,023 funds tracked by Wall St. Rank held Salesforce as of Q4 2022.

Based on Thunderbird Partners's 13F filing for Q4 2022, filed 14 Feb 2023.