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Tsai Capital’s Salesforce CRM Stock Holding History

Tsai 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
2023
Q1 		– Sell
-14,707
Closed -$1.95M – 24
2022
Q4 		$1.95M Sell
14,707
-4,223
-22% -$616K 2.82% 13
2022
Q3 		$2.72M Buy
18,930
+1,200
+7% +$203K 3.02% 7
2022
Q2 		$2.93M Sell
17,730
-11,871
-40% -$2.1M 3.47% 8
2022
Q1 		$6.29M Buy
29,601
+1,777
+6% +$382K 4.82% 8
2021
Q4 		$7.07M Buy
27,824
+11,950
+75% +$3.36M 4.91% 9
2021
Q3 		$4.3M Buy
15,874
+2,079
+15% +$528K 3.71% 11
2021
Q2 		$3.37M Sell
13,795
-1,054
-7% -$243K 3.09% 12
2021
Q1 		$3.15M Sell
14,849
-5,907
-28% -$1.32M 3.11% 12
2020
Q4 		$4.62M Buy
+20,756
New +$5.05M 4.63% 9

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Tsai Capital's CRM Position: Q1 2023 in Review

Tsai Capital sold out of Salesforce (CRM) in Q1 2023, closing a stake of 14,707 shares — an estimated $1.95M sold.

Tsai Capital first reported a position in CRM in Q4 2020 and held it in 9 quarters. The position peaked at $7.07M in Q4 2021. 2,176 funds tracked by Wall St. Rank hold CRM as of Q1 2023.

  • Tsai Capital reported no remaining Salesforce position as of Q1 2023 after selling out during the quarter.
  • Tsai Capital sold 14,707 Salesforce shares in Q1 2023, an estimated $1.95M.
  • Tsai Capital first reported a position in Salesforce in Q4 2020 and held it in 9 quarters.
  • Tsai Capital's Salesforce position peaked at $7.07M in Q4 2021.
  • 2,176 funds tracked by Wall St. Rank held Salesforce as of Q1 2023.

Based on Tsai Capital's 13F filing for Q1 2023, filed 15 May 2023.