Vigilant Capital Management’s Salesforce CRM Stock Holding History

Vigilant Capital 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
2023 Q1	–	Sell	-75	Closed	-$10K	–	453
2022 Q4	$10K	Sell	75 -957	-93%	-$140K	﹤0.01%	399
2022 Q3	$148K	Buy	1,032 +626	+154%	+$106K	0.01%	171
2022 Q2	$67K	Buy	406 +46	+13%	+$8.13K	0.01%	247
2022 Q1	$76K	Buy	360 +150	+71%	+$32.3K	0.01%	252
2021 Q4	$53K	Sell	210 -16	-7%	-$4.5K	﹤0.01%	309
2021 Q3	$61K	Hold	226	–	–	﹤0.01%	245
2021 Q2	$55K	Hold	226	–	–	﹤0.01%	256
2021 Q1	$48K	Buy	226 +16	+8%	+$3.56K	﹤0.01%	241
2020 Q4	$47K	Buy	+210	New	+$51.1K	﹤0.01%	230
2019 Q2	–	Sell	-50	Closed	-$8K	–	433
2019 Q1	$8K	Buy	+50	New	+$7.75K	﹤0.01%	358
2018 Q1	–	Sell	-176	Closed	-$18K	–	425
2017 Q4	$18K	Hold	176	–	–	﹤0.01%	303
2017 Q3	$16K	Hold	176	–	–	﹤0.01%	253
2017 Q2	$15K	Hold	176	–	–	﹤0.01%	228
2017 Q1	$15K	Hold	176	–	–	﹤0.01%	236
2016 Q4	$12K	Hold	176	–	–	﹤0.01%	240
2016 Q3	$13K	Hold	176	–	–	﹤0.01%	252
2016 Q2	$14K	Buy	+176	New	+$13.8K	﹤0.01%	255
2015 Q4	–	Sell	-450	Closed	-$31K	–	265
2015 Q3	$31K	Buy	+450	New	+$31.9K	0.01%	180
2015 Q1	–	Sell	-3,600	Closed	-$214K	–	268
2014 Q4	$214K	Buy	+3,600	New	+$212K	0.04%	115

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Vigilant Capital Management's CRM Position: Q1 2023 in Review

Vigilant Capital Management sold out of Salesforce (CRM) in Q1 2023, closing a stake of 75 shares — an estimated $10K sold.

Vigilant Capital Management first reported a position in CRM in Q4 2014 and held it in 19 quarters. The position peaked at $214K in Q4 2014. 2,175 funds tracked by Wall St. Rank hold CRM as of Q1 2023.

Vigilant Capital Management reported no remaining Salesforce position as of Q1 2023 after selling out during the quarter.
Vigilant Capital Management sold 75 Salesforce shares in Q1 2023, an estimated $10K.
Vigilant Capital Management first reported a position in Salesforce in Q4 2014 and held it in 19 quarters.
Vigilant Capital Management's Salesforce position peaked at $214K in Q4 2014.
2,175 funds tracked by Wall St. Rank held Salesforce as of Q1 2023.

Based on Vigilant Capital Management's 13F filing for Q1 2023, filed 1 May 2023.