Lake Point Wealth Management’s Salesforce CRM Stock Holding History

Lake Point Wealth 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 Q2	$3K	Hold	20	–	–	﹤0.01%	270
2022 Q1	$4K	Hold	20	–	–	﹤0.01%	254
2021 Q4	$5K	Hold	20	–	–	﹤0.01%	248
2021 Q3	$5K	Buy	20 +5	+33%	+$1.27K	﹤0.01%	235
2021 Q2	$4K	Buy	+15	New	+$3.46K	﹤0.01%	264
2020 Q1	$2K	Sell	15 -61	-80%	-$10.5K	﹤0.01%	256
2019 Q4	$12K	Buy	+76	New	+$11.9K	﹤0.01%	252
2019 Q2	$2K	Hold	15	–	–	﹤0.01%	523
2019 Q1	$2K	Sell	15 -113	-88%	-$17.5K	﹤0.01%	523
2018 Q4	$18K	Buy	+128	New	+$17.6K	0.01%	364

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Lake Point Wealth Management's CRM Position: Q2 2022 in Review

Lake Point Wealth Management held its Salesforce (CRM) position steady in Q2 2022 at 20 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #270.

Lake Point Wealth Management first reported a position in CRM in Q4 2018 and has held it in 10 quarters since. The position peaked at $18K in Q4 2018. 2,136 funds tracked by Wall St. Rank hold CRM as of Q2 2022.

Lake Point Wealth Management held 20 shares of Salesforce worth $3K as of Q2 2022.
Lake Point Wealth Management left its Salesforce share count unchanged in Q2 2022.
Salesforce made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #270 holding.
Lake Point Wealth Management first reported a position in Salesforce in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Salesforce position peaked at $18K in Q4 2018.
2,136 funds tracked by Wall St. Rank held Salesforce as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.