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Lake Street Advisors Group’s Salesforce CRM Stock Holding History

Lake Street Advisors Group’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
2024
Q4 		$3.58M Sell
10,690
-335
-3% -$107K 0.16% 83
2024
Q3 		$3.02M Sell
11,025
-460
-4% -$118K 0.14% 80
2024
Q2 		$2.95M Buy
11,485
+296
+3% +$79.2K 0.14% 96
2024
Q1 		$3.37M Buy
11,189
+20
+0.2% +$5.77K 0.16% 90
2023
Q4 		$2.94M Buy
11,169
+104
+0.9% +$23.5K 0.15% 99
2023
Q3 		$2.24M Buy
11,065
+444
+4% +$95.9K 0.13% 111
2023
Q2 		$2.24M Buy
10,621
+53
+0.5% +$10.8K 0.12% 114
2023
Q1 		$2.11M Buy
+10,568
New +$1.79M 0.13% 107
2022
Q3 		– Sell
-10,000
Closed -$1.65M – 348
2022
Q2 		$1.65M Sell
10,000
-685
-6% -$121K 0.12% 116
2022
Q1 		$2.27M Sell
10,685
-395
-4% -$85K 0.14% 98
2021
Q4 		$2.82M Buy
11,080
+587
+6% +$165K 0.18% 81
2021
Q3 		$2.85M Buy
10,493
+6,031
+135% +$1.53M 0.3% 59
2021
Q2 		$1.11M Buy
4,462
+222
+5% +$51.2K 0.08% 104
2021
Q1 		$898K Sell
4,240
-745
-15% -$166K 0.07% 110
2020
Q4 		$1.11M Buy
4,985
+2
+0% +$486 0.09% 96
2020
Q3 		$1.25M Buy
4,983
+71
+1% +$15.5K 0.12% 75
2020
Q2 		$920K Buy
4,912
+970
+25% +$163K 0.09% 89
2020
Q1 		$568K Buy
3,942
+1,013
+35% +$174K 0.07% 107
2019
Q4 		$476K Buy
2,929
+225
+8% +$35.3K 0.05% 124
2019
Q3 		$371K Buy
2,704
+213
+9% +$32.4K 0.04% 124
2019
Q2 		$378K Buy
2,491
+342
+16% +$53.6K 0.04% 124
2019
Q1 		$340K Sell
2,149
-126
-6% -$19.5K 0.04% 138
2018
Q4 		$312K Buy
2,275
+297
+15% +$40.9K 0.04% 134
2018
Q3 		$315K Sell
1,978
-1,682
-46% -$250K 0.03% 133
2018
Q2 		$499K Buy
3,660
+71
+2% +$9.06K 0.05% 154
2018
Q1 		$417K Buy
3,589
+302
+9% +$34.7K 0.05% 151
2017
Q4 		$336K Buy
+3,287
New +$335K 0.04% 195

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Lake Street Advisors Group's CRM Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Salesforce (CRM) stake by 3% in Q4 2024, selling an estimated $107K and leaving 10,690 shares worth $3.58M. The position accounts for 0.16% of the portfolio, ranked #83.

Lake Street Advisors Group first reported a position in CRM in Q4 2017 and has held it in 27 quarters since. 3,102 funds tracked by Wall St. Rank hold CRM as of Q4 2024.

  • Lake Street Advisors Group held 10,690 shares of Salesforce worth $3.58M as of Q4 2024.
  • Lake Street Advisors Group sold 335 Salesforce shares in Q4 2024, an estimated $107K.
  • Salesforce made up 0.16% of Lake Street Advisors Group's portfolio in Q4 2024, its #83 holding.
  • Lake Street Advisors Group first reported a position in Salesforce in Q4 2017 and has held it in 27 quarters since.
  • 3,102 funds tracked by Wall St. Rank held Salesforce as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.