Lakewood Asset Management’s Salesforce CRM Stock Holding History

Lakewood Asset 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
2023 Q1	–	Sell	-40	Closed	-$5K	–	140
2022 Q4	$5K	Buy	+40	New	+$5.84K	﹤0.01%	274

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Lakewood Asset Management's CRM Position: Q1 2023 in Review

Lakewood Asset Management sold out of Salesforce (CRM) in Q1 2023, closing a stake of 40 shares — an estimated $5K sold.

Lakewood Asset Management first reported a position in CRM in Q4 2022 and held it in 1 quarter. The position peaked at $5K in Q4 2022. 2,176 funds tracked by Wall St. Rank hold CRM as of Q1 2023.

Lakewood Asset Management reported no remaining Salesforce position as of Q1 2023 after selling out during the quarter.
Lakewood Asset Management sold 40 Salesforce shares in Q1 2023, an estimated $5K.
Lakewood Asset Management first reported a position in Salesforce in Q4 2022 and held it in 1 quarter.
Lakewood Asset Management's Salesforce position peaked at $5K in Q4 2022.
2,176 funds tracked by Wall St. Rank held Salesforce as of Q1 2023.

Based on Lakewood Asset Management's 13F filing for Q1 2023, filed 13 Apr 2023.