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Lake Street Private Wealth’s Salesforce CRM Stock Holding History

Lake Street Private Wealth’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 		– Sell
-1,359
Closed -$372K – 254
2024
Q3 		$372K Sell
1,359
-9,663
-88% -$2.48M 0.06% 195
2024
Q2 		$2.83M Buy
11,022
+962
+10% +$257K 0.37% 73
2024
Q1 		$3.03M Sell
10,060
-630
-6% -$182K 0.42% 66
2023
Q4 		$2.81M Buy
10,690
+3,894
+57% +$881K 0.44% 63
2023
Q3 		$1.38M Buy
6,796
+431
+7% +$93.1K 0.25% 104
2023
Q2 		$1.34M Buy
6,365
+4,904
+336% +$1M 0.24% 109
2023
Q1 		$292K Sell
1,461
-87
-6% -$14.7K 0.05% 233
2022
Q4 		$205K Sell
1,548
-836
-35% -$122K 0.04% 263
2022
Q3 		$343K Sell
2,384
-128
-5% -$21.7K 0.08% 202
2022
Q2 		$415K Sell
2,512
-1,100
-30% -$194K 0.09% 185
2022
Q1 		$767K Sell
3,612
-12,146
-77% -$2.61M 0.14% 147
2021
Q4 		$4M Buy
15,758
+1,697
+12% +$477K 0.7% 31
2021
Q3 		$3.81M Buy
14,061
+400
+3% +$102K 0.93% 29
2021
Q2 		$3.35M Buy
13,661
+264
+2% +$60.8K 0.85% 34
2021
Q1 		$2.84M Sell
13,397
-172
-1% -$38.3K 0.78% 36
2020
Q4 		$3.02M Buy
13,569
+360
+3% +$87.5K 0.87% 34
2020
Q3 		$3.32M Sell
13,209
-226
-2% -$49.5K 1.12% 25
2020
Q2 		$2.52M Sell
13,435
-2,925
-18% -$493K 0.93% 34
2020
Q1 		$2.36M Buy
16,360
+959
+6% +$164K 1.07% 30
2019
Q4 		$2.5M Buy
15,401
+307
+2% +$48.1K 0.96% 31
2019
Q3 		$2.24M Buy
15,094
+6
+0% +$912 1.02% 30
2019
Q2 		$2.29M Buy
15,088
+934
+7% +$146K 1.35% 21
2019
Q1 		$2.24M Buy
+14,154
New +$2.19M 1.54% 21

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 Private Wealth's CRM Position: Q4 2024 in Review

Lake Street Private Wealth sold out of Salesforce (CRM) in Q4 2024, closing a stake of 1,359 shares — an estimated $372K sold.

Lake Street Private Wealth first reported a position in CRM in Q1 2019 and held it in 23 quarters. The position peaked at $4M in Q4 2021. 3,101 funds tracked by Wall St. Rank hold CRM as of Q4 2024.

  • Lake Street Private Wealth reported no remaining Salesforce position as of Q4 2024 after selling out during the quarter.
  • Lake Street Private Wealth sold 1,359 Salesforce shares in Q4 2024, an estimated $372K.
  • Lake Street Private Wealth first reported a position in Salesforce in Q1 2019 and held it in 23 quarters.
  • Lake Street Private Wealth's Salesforce position peaked at $4M in Q4 2021.
  • 3,101 funds tracked by Wall St. Rank held Salesforce as of Q4 2024.

Based on Lake Street Private Wealth's 13F filing for Q4 2024, filed 15 Jan 2025.