LBD
CRM icon

Landsberg Bennett & Dubbaneh’s Salesforce CRM Stock Holding History

Landsberg Bennett & Dubbaneh’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
2021
Q3 		$5.66M Buy
20,551
+604
+3% +$153K 0.72% 33
2021
Q2 		$4.9M Buy
19,947
+898
+5% +$207K 0.64% 40
2021
Q1 		$4.17M Buy
19,049
+4,600
+32% +$1.02M 0.6% 44
2020
Q4 		$3.21M Buy
14,449
+2,652
+22% +$645K 0.49% 64
2020
Q3 		$2.92M Sell
11,797
-1,103
-9% -$241K 0.51% 54
2020
Q2 		$2.37M Buy
12,900
+1,320
+11% +$222K 0.49% 63
2020
Q1 		$1.55M Buy
11,580
+2,177
+23% +$373K 0.43% 62
2019
Q4 		$1.53M Buy
9,403
+3,978
+73% +$624K 0.36% 89
2019
Q3 		$804K Sell
5,425
-140
-3% -$21.3K 0.22% 106
2019
Q2 		$857K Sell
5,565
-8,582
-61% -$1.34M 0.22% 107
2019
Q1 		$2.3M Buy
14,147
+6,136
+77% +$951K 0.54% 68
2018
Q4 		$1.1M Buy
+8,011
New +$1.1M 0.42% 88

Other funds holding CRM

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Landsberg Bennett & Dubbaneh's CRM Position: Q3 2021 in Review

Landsberg Bennett & Dubbaneh increased its Salesforce (CRM) stake by 3% in Q3 2021, buying an estimated $153K and bringing the position to 20,551 shares worth $5.66M. The position accounts for 0.72% of the portfolio, ranked #33.

Landsberg Bennett & Dubbaneh first reported a position in CRM in Q4 2018 and has held it in 12 quarters since. 2,180 funds tracked by Wall St. Rank hold CRM as of Q3 2021.

  • Landsberg Bennett & Dubbaneh held 20,551 shares of Salesforce worth $5.66M as of Q3 2021.
  • Landsberg Bennett & Dubbaneh bought 604 Salesforce shares in Q3 2021, an estimated $153K.
  • Salesforce made up 0.72% of Landsberg Bennett & Dubbaneh's portfolio in Q3 2021, its #33 holding.
  • Landsberg Bennett & Dubbaneh first reported a position in Salesforce in Q4 2018 and has held it in 12 quarters since.
  • 2,180 funds tracked by Wall St. Rank held Salesforce as of Q3 2021.

Based on Landsberg Bennett & Dubbaneh's 13F filing for Q3 2021, filed 29 Oct 2021.