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Tilt Investment Management Holdings’s Salesforce CRM Stock Holding History

Tilt Investment Management Holdings’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 		$1.03M Sell
3,919
-1,396
-26% -$316K 1.11% 17
2023
Q3 		$1.08M Hold
5,315
– – 0.77% 34
2023
Q2 		$1.12M Hold
5,315
– – 0.74% 32
2023
Q1 		$1.02M Buy
5,315
+677
+15% +$114K 0.75% 33
2022
Q4 		$615K Buy
+4,638
New +$677K 0.52% 59

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

Tilt Investment Management Holdings's CRM Position: Q4 2023 in Review

Tilt Investment Management Holdings reduced its Salesforce (CRM) stake by 26% in Q4 2023, selling an estimated $316K and leaving 3,919 shares worth $1.03M. The position accounts for 1.11% of the portfolio, ranked #17.

Tilt Investment Management Holdings first reported a position in CRM in Q4 2022 and has held it in 5 quarters since. The position peaked at $1.12M in Q2 2023. 2,593 funds tracked by Wall St. Rank hold CRM as of Q4 2023.

  • Tilt Investment Management Holdings held 3,919 shares of Salesforce worth $1.03M as of Q4 2023.
  • Tilt Investment Management Holdings sold 1,396 Salesforce shares in Q4 2023, an estimated $316K.
  • Salesforce made up 1.11% of Tilt Investment Management Holdings's portfolio in Q4 2023, its #17 holding.
  • Tilt Investment Management Holdings first reported a position in Salesforce in Q4 2022 and has held it in 5 quarters since.
  • Tilt Investment Management Holdings's Salesforce position peaked at $1.12M in Q2 2023.
  • 2,593 funds tracked by Wall St. Rank held Salesforce as of Q4 2023.

Based on Tilt Investment Management Holdings's 13F filing for Q4 2023, filed 31 Jan 2024.