TCIM
CRM icon

TOMS Capital Investment Management’s Salesforce CRM Stock Holding History

TOMS Capital Investment 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
2021
Q3 		– Sell
-19,400
Closed -$4.74M – 37
2021
Q2 		$4.74M Buy
+19,400
New +$4.47M 0.37% 39
2020
Q3 		– Sell
-205,000
Closed -$38.4M – 17
2020
Q2 		$38.4M Sell
205,000
-195,000
-49% -$32.9M 12.45% 3
2020
Q1 		$57.6M Buy
400,000
+100,000
+33% +$17.1M 9.91% 5
2019
Q4 		$48.8M Hold
300,000
– – 5.98% 4
2019
Q3 		$44.5M Buy
300,000
+75,000
+33% +$11.4M 7.05% 6
2019
Q2 		$34.1M Buy
+225,000
New +$35.3M 8.7% 5

Other funds holding CRM

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $336B AUM 34.66% 1-Year Est. Return

TOMS Capital Investment Management's CRM Position: Q3 2021 in Review

TOMS Capital Investment Management sold out of Salesforce (CRM) in Q3 2021, closing a stake of 19,400 shares — an estimated $4.74M sold.

TOMS Capital Investment Management first reported a position in CRM in Q2 2019 and held it in 6 quarters. The position peaked at $57.6M in Q1 2020. 2,180 funds tracked by Wall St. Rank hold CRM as of Q3 2021.

  • TOMS Capital Investment Management reported no remaining Salesforce position as of Q3 2021 after selling out during the quarter.
  • TOMS Capital Investment Management sold 19,400 Salesforce shares in Q3 2021, an estimated $4.74M.
  • TOMS Capital Investment Management first reported a position in Salesforce in Q2 2019 and held it in 6 quarters.
  • TOMS Capital Investment Management's Salesforce position peaked at $57.6M in Q1 2020.
  • 2,180 funds tracked by Wall St. Rank held Salesforce as of Q3 2021.

Based on TOMS Capital Investment Management's 13F filing for Q3 2021, filed 15 Nov 2021.