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Joseph P. Lucia & Associates’s Salesforce CRM Stock Holding History

Joseph P. Lucia & Associates’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
Q3 		– Sell
-61
Closed -$10K – 166
2022
Q2 		$10K Hold
61
– – 0.01% 302
2022
Q1 		$13K Buy
+61
New +$13.1K 0.01% 301
2021
Q4 		– Sell
-112
Closed -$30K – 212
2021
Q3 		$30K Buy
112
+99
+762% +$25.1K 0.02% 263
2021
Q2 		$3K Hold
13
– – ﹤0.01% 482
2021
Q1 		$3K Buy
+13
New +$2.89K ﹤0.01% 457

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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

Joseph P. Lucia & Associates's CRM Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Salesforce (CRM) in Q3 2022, closing a stake of 61 shares — an estimated $10K sold.

Joseph P. Lucia & Associates first reported a position in CRM in Q1 2021 and held it in 5 quarters. The position peaked at $30K in Q3 2021. 2,055 funds tracked by Wall St. Rank hold CRM as of Q3 2022.

  • Joseph P. Lucia & Associates reported no remaining Salesforce position as of Q3 2022 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 61 Salesforce shares in Q3 2022, an estimated $10K.
  • Joseph P. Lucia & Associates first reported a position in Salesforce in Q1 2021 and held it in 5 quarters.
  • Joseph P. Lucia & Associates's Salesforce position peaked at $30K in Q3 2021.
  • 2,055 funds tracked by Wall St. Rank held Salesforce as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.