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Weiss Multi-Strategy Advisers’s Salesforce CRM Stock Holding History

Weiss Multi-Strategy Advisers’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
2019
Q1 		– Sell
-30,000
Closed -$4.11M – 529
2018
Q4 		$4.11M Buy
+30,000
New +$4.13M 0.17% 144
2016
Q4 		– Sell
-100,000
Closed -$7.13M – 431
2016
Q3 		$7.13M Buy
+100,000
New +$7.8M 0.44% 79

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Weiss Multi-Strategy Advisers's CRM Position: Q3 2023 in Review

Weiss Multi-Strategy Advisers sold out of Salesforce (CRM) in Q3 2023, closing a stake of 1,523 shares — an estimated $322K sold.

Weiss Multi-Strategy Advisers first reported a position in CRM in Q1 2014 and held it in 30 quarters. The position peaked at $62.1M in Q3 2021. 2,285 funds tracked by Wall St. Rank hold CRM as of Q3 2023.

  • Weiss Multi-Strategy Advisers reported no remaining Salesforce position as of Q3 2023 after selling out during the quarter.
  • Weiss Multi-Strategy Advisers sold 1,523 Salesforce shares in Q3 2023, an estimated $322K.
  • Weiss Multi-Strategy Advisers first reported a position in Salesforce in Q1 2014 and held it in 30 quarters.
  • Weiss Multi-Strategy Advisers's Salesforce position peaked at $62.1M in Q3 2021.
  • 2,285 funds tracked by Wall St. Rank held Salesforce as of Q3 2023.

Based on Weiss Multi-Strategy Advisers's 13F filing for Q3 2023, filed 14 Nov 2023.