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Whitener Capital Management’s Salesforce CRM Stock Holding History

Whitener 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
2022
Q4 		– Sell
-1,451
Closed -$208K – 137
2022
Q3 		$208K Sell
1,451
-365
-20% -$61.9K 0.1% 126
2022
Q2 		$299K Sell
1,816
-1,970
-52% -$348K 0.13% 108
2022
Q1 		$803K Sell
3,786
-170
-4% -$36.6K 0.3% 73
2021
Q4 		$1M Buy
3,956
+1,191
+43% +$335K 0.36% 62
2021
Q3 		$615K Sell
2,765
-55
-2% -$14K 0.28% 73
2021
Q2 		$688K Sell
2,820
-45
-2% -$10.4K 0.27% 78
2021
Q1 		$607K Buy
2,865
+100
+4% +$22.3K 0.26% 81
2020
Q4 		$615K Hold
2,765
– – 0.28% 74
2020
Q3 		$694K Hold
2,765
– – 0.33% 67
2020
Q2 		$517K Sell
2,765
-10
-0.4% -$1.69K 0.27% 70
2020
Q1 		$399K Buy
2,775
+160
+6% +$27.4K 0.26% 71
2019
Q4 		$425K Buy
2,615
+150
+6% +$23.5K 0.22% 88
2019
Q3 		$365K Buy
2,465
+250
+11% +$38K 0.2% 94
2019
Q2 		$336K Hold
2,215
– – 0.19% 101
2019
Q1 		$350K Buy
2,215
+100
+5% +$15.5K 0.23% 92
2018
Q4 		$289K Buy
2,115
+1,960
+1,265% +$270K 0.21% 98
2018
Q3 		$24K Buy
+155
New +$23K 0.02% 263
2018
Q2 		– Sell
-180
Closed -$20K – 175
2018
Q1 		$20K Buy
180
+20
+13% +$2.3K 0.02% 275
2017
Q4 		$16K Buy
+160
New +$16.3K 0.01% 281

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Whitener Capital Management's CRM Position: Q4 2022 in Review

Whitener Capital Management sold out of Salesforce (CRM) in Q4 2022, closing a stake of 1,451 shares — an estimated $208K sold.

Whitener Capital Management first reported a position in CRM in Q4 2017 and held it in 19 quarters. The position peaked at $1M in Q4 2021. 2,023 funds tracked by Wall St. Rank hold CRM as of Q4 2022.

  • Whitener Capital Management reported no remaining Salesforce position as of Q4 2022 after selling out during the quarter.
  • Whitener Capital Management sold 1,451 Salesforce shares in Q4 2022, an estimated $208K.
  • Whitener Capital Management first reported a position in Salesforce in Q4 2017 and held it in 19 quarters.
  • Whitener Capital Management's Salesforce position peaked at $1M in Q4 2021.
  • 2,023 funds tracked by Wall St. Rank held Salesforce as of Q4 2022.

Based on Whitener Capital Management's 13F filing for Q4 2022, filed 1 Mar 2023.