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Twin Focus Capital Partners’s Salesforce CRM Stock Holding History

Twin Focus Capital 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
2023
Q4 		– Sell
-1,255
Closed -$254K – 162
2023
Q3 		$254K Sell
1,255
-233
-16% -$50.3K 0.06% 137
2023
Q2 		$314K Sell
1,488
-263
-15% -$53.7K 0.06% 162
2023
Q1 		$350K Sell
1,751
-169
-9% -$28.5K 0.07% 143
2022
Q4 		$255K Sell
1,920
-48
-2% -$7K 0.05% 177
2022
Q3 		$283K Buy
1,968
+4
+0.2% +$678 0.07% 153
2022
Q2 		$324K Buy
1,964
+296
+18% +$52.3K 0.07% 140
2022
Q1 		$354K Sell
1,668
-5
-0.3% -$1.08K 0.07% 143
2021
Q4 		$425K Sell
1,673
-73
-4% -$20.5K 0.09% 128
2021
Q3 		$474K Buy
1,746
+38
+2% +$9.65K 0.11% 102
2021
Q2 		$417K Buy
+1,708
New +$394K 0.1% 109
2021
Q1 		– Sell
-1,443
Closed -$321K – 166
2020
Q4 		$321K Buy
+1,443
New +$351K 0.1% 117

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

Twin Focus Capital Partners's CRM Position: Q4 2023 in Review

Twin Focus Capital Partners sold out of Salesforce (CRM) in Q4 2023, closing a stake of 1,255 shares — an estimated $254K sold.

Twin Focus Capital Partners first reported a position in CRM in Q4 2020 and held it in 11 quarters. The position peaked at $474K in Q3 2021. 2,593 funds tracked by Wall St. Rank hold CRM as of Q4 2023.

  • Twin Focus Capital Partners reported no remaining Salesforce position as of Q4 2023 after selling out during the quarter.
  • Twin Focus Capital Partners sold 1,255 Salesforce shares in Q4 2023, an estimated $254K.
  • Twin Focus Capital Partners first reported a position in Salesforce in Q4 2020 and held it in 11 quarters.
  • Twin Focus Capital Partners's Salesforce position peaked at $474K in Q3 2021.
  • 2,593 funds tracked by Wall St. Rank held Salesforce as of Q4 2023.

Based on Twin Focus Capital Partners's 13F filing for Q4 2023, filed 13 Feb 2024.