Lannebo Fonder’s Salesforce CRM Stock Holding History

Lannebo Fonder’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 Q4	$46.7M	Hold	175,900	–	–	6.16%	5
2023 Q3	$36.4M	Buy	175,900 +10,900	+7%	+$2.36M	5.41%	6
2023 Q2	$35.1M	Hold	165,000	–	–	4.94%	8
2023 Q1	$33M	Buy	165,000 +20,000	+14%	+$3.38M	5.29%	6
2022 Q4	$19.2M	Hold	145,000	–	–	3.69%	13
2022 Q3	$20.9M	Buy	145,000 +5,000	+4%	+$848K	4.16%	11
2022 Q2	$23.1M	Hold	140,000	–	–	4.21%	11
2022 Q1	$29.7M	Buy	140,000 +5,000	+4%	+$1.08M	4.11%	7
2021 Q4	$34.3M	Sell	135,000 -30,000	-18%	-$8.43M	4.12%	9
2021 Q3	$44.8M	Hold	165,000	–	–	5.55%	6
2021 Q2	$40.3M	Hold	165,000	–	–	4.95%	5
2021 Q1	$35M	Buy	165,000 +10,000	+6%	+$2.23M	4.68%	5
2020 Q4	$34.5M	Buy	155,000 +15,000	+11%	+$3.65M	4.58%	6
2020 Q3	$35.2M	Hold	140,000	–	–	5.01%	5
2020 Q2	$26.2M	Buy	140,000 +41,000	+41%	+$6.91M	4.46%	5
2020 Q1	$14.3M	Buy	99,000 +19,000	+24%	+$3.26M	4%	9
2019 Q4	$13M	Hold	80,000	–	–	3.44%	11
2019 Q3	$11.9M	Hold	80,000	–	–	3.61%	13
2019 Q2	$12.1M	Hold	80,000	–	–	3.68%	13
2019 Q1	$12.7M	Hold	80,000	–	–	4.05%	11
2018 Q4	$11M	Hold	80,000	–	–	4.09%	11
2018 Q3	$12.7M	Hold	80,000	–	–	3.85%	9
2018 Q2	$10.9M	Hold	80,000	–	–	3.74%	11
2018 Q1	$9.01M	Hold	80,000	–	–	3.87%	13
2017 Q4	$8.22M	Sell	80,000 -10,000	-11%	-$1.02M	3.93%	11
2017 Q3	$8.35M	Hold	90,000	–	–	4.5%	11
2017 Q2	$7.79M	Hold	90,000	–	–	4.47%	10
2017 Q1	$7.42M	Buy	90,000 +10,000	+13%	+$799K	4.72%	10
2016 Q4	$5.5M	Buy	+80,000	New	+$5.81M	4.24%	13

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lannebo Fonder's CRM Position: Q4 2023 in Review

Lannebo Fonder held its Salesforce (CRM) position steady in Q4 2023 at 175,900 shares worth $46.7M. The position accounts for 6.16% of the portfolio, ranked #5.

Lannebo Fonder first reported a position in CRM in Q4 2016 and has held it in 29 quarters since. 2,592 funds tracked by Wall St. Rank hold CRM as of Q4 2023.

Lannebo Fonder held 175,900 shares of Salesforce worth $46.7M as of Q4 2023.
Lannebo Fonder left its Salesforce share count unchanged in Q4 2023.
Salesforce made up 6.16% of Lannebo Fonder's portfolio in Q4 2023, its #5 holding.
Lannebo Fonder first reported a position in Salesforce in Q4 2016 and has held it in 29 quarters since.
2,592 funds tracked by Wall St. Rank held Salesforce as of Q4 2023.

Based on Lannebo Fonder's 13F filing for Q4 2023, filed 24 Jan 2024.