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Ladenburg Thalmann Financial Services’s Salesforce CRM Stock Holding History

Ladenburg Thalmann Financial Services’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
Q4 		$16.2M Buy
100,813
+19,173
+23% +$3.01M 0.1% 203
2019
Q3 		$12.1M Buy
81,640
+1,283
+2% +$195K 0.08% 234
2019
Q2 		$12.2M Buy
80,357
+6,372
+9% +$999K 0.09% 227
2019
Q1 		$11.7M Buy
73,985
+13,724
+23% +$2.13M 0.09% 218
2018
Q4 		$8.25M Buy
60,261
+2,602
+5% +$358K 0.07% 243
2018
Q3 		$9.17M Buy
57,659
+15,929
+38% +$2.36M 0.08% 224
2018
Q2 		$4.85M Hold
41,730
– – 0.05% 368
2018
Q1 		$4.85M Buy
41,730
+10,747
+35% +$1.23M 0.05% 368
2017
Q4 		$3.17M Buy
30,983
+7,755
+33% +$790K 0.03% 508
2017
Q3 		$2.17M Buy
23,228
+1,399
+6% +$129K 0.02% 585
2017
Q2 		$1.89M Buy
21,829
+4,916
+29% +$428K 0.02% 612
2017
Q1 		$1.4M Buy
16,913
+3,439
+26% +$275K 0.02% 725
2016
Q4 		$930K Buy
13,474
+354
+3% +$25.7K 0.01% 883
2016
Q3 		$930K Buy
13,120
+1,318
+11% +$103K 0.01% 837
2016
Q2 		$937K Sell
11,802
-9,409
-44% -$738K 0.02% 792
2016
Q1 		$1.57M Sell
21,211
-3,685
-15% -$254K 0.03% 512
2015
Q4 		$1.95M Buy
24,896
+6,276
+34% +$490K 0.04% 427
2015
Q3 		$1.3M Buy
18,620
+3,142
+20% +$223K 0.03% 534
2015
Q2 		$1.08M Buy
15,478
+1,703
+12% +$121K 0.02% 663
2015
Q1 		$923K Buy
13,775
+8,006
+139% +$497K 0.02% 725
2014
Q4 		$342K Buy
5,769
+840
+17% +$49.5K 0.01% 1113
2014
Q3 		$283K Sell
4,929
-870
-15% -$49K 0.01% 1042
2014
Q2 		$337K Sell
5,799
-1,482
-20% -$80.1K 0.01% 936
2014
Q1 		$415K Buy
7,281
+185
+3% +$11.1K 0.01% 805
2013
Q4 		$391K Buy
7,096
+1,894
+36% +$101K 0.01% 785
2013
Q3 		$274K Sell
5,202
-223
-4% -$10.1K 0.01% 878
2013
Q2 		$211K Buy
+5,425
New +$224K 0.01% 954

Other funds holding CRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ladenburg Thalmann Financial Services's CRM Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Salesforce (CRM) stake by 23% in Q4 2019, buying an estimated $3.01M and bringing the position to 100,813 shares worth $16.2M. The position accounts for 0.1% of the portfolio, ranked #203.

Ladenburg Thalmann Financial Services first reported a position in CRM in Q2 2013 and has held it in 27 quarters since. 1,582 funds tracked by Wall St. Rank hold CRM as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 100,813 shares of Salesforce worth $16.2M as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 19,173 Salesforce shares in Q4 2019, an estimated $3.01M.
  • Salesforce made up 0.1% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #203 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Salesforce in Q2 2013 and has held it in 27 quarters since.
  • 1,582 funds tracked by Wall St. Rank held Salesforce as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.