Titleist Capital’s Salesforce CRM Stock Holding History

Titleist Capital’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 Q2	–	Sell	-1,333	Closed	-$283K	–	252
2022 Q1	$283K	Sell	1,333 -26	-2%	-$5.6K	0.06%	206
2021 Q4	$345K	Buy	+1,359	New	+$382K	0.07%	171

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Titleist Capital's CRM Position: Q2 2022 in Review

Titleist Capital sold out of Salesforce (CRM) in Q2 2022, closing a stake of 1,333 shares — an estimated $283K sold.

Titleist Capital first reported a position in CRM in Q4 2021 and held it in 2 quarters. The position peaked at $345K in Q4 2021. 2,137 funds tracked by Wall St. Rank hold CRM as of Q2 2022.

Titleist Capital reported no remaining Salesforce position as of Q2 2022 after selling out during the quarter.
Titleist Capital sold 1,333 Salesforce shares in Q2 2022, an estimated $283K.
Titleist Capital first reported a position in Salesforce in Q4 2021 and held it in 2 quarters.
Titleist Capital's Salesforce position peaked at $345K in Q4 2021.
2,137 funds tracked by Wall St. Rank held Salesforce as of Q2 2022.

Based on Titleist Capital's 13F filing for Q2 2022, filed 15 Aug 2022.