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Lantz Financial’s Salesforce CRM Stock Holding History

Lantz Financial’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
Q3 		– Sell
-899
Closed -$231K – 233
2024
Q2 		$231K Sell
899
-323
-26% -$86.4K 0.07% 191
2024
Q1 		$368K Buy
1,222
+48
+4% +$13.8K 0.12% 144
2023
Q4 		$309K Buy
1,174
+25
+2% +$5.66K 0.11% 153
2023
Q3 		$233K Buy
1,149
+2
+0.2% +$432 0.09% 164
2023
Q2 		$242K Buy
1,147
+95
+9% +$19.4K 0.09% 163
2023
Q1 		$210K Buy
+1,052
New +$178K 0.09% 177
2022
Q3 		– Sell
-1,211
Closed -$200K – 167
2022
Q2 		$200K Sell
1,211
-179
-13% -$31.6K 0.09% 163
2022
Q1 		$295K Buy
1,390
+5
+0.4% +$1.08K 0.12% 139
2021
Q4 		$352K Sell
1,385
-36
-3% -$10.1K 0.16% 116
2021
Q3 		$385K Buy
1,421
+358
+34% +$90.9K 0.2% 106
2021
Q2 		$260K Buy
1,063
+2
+0.2% +$461 0.13% 131
2021
Q1 		$225K Buy
1,061
+162
+18% +$36.1K 0.13% 123
2020
Q4 		$200K Sell
899
-162
-15% -$39.4K 0.12% 121
2020
Q3 		$267K Buy
+1,061
New +$232K 0.18% 94

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

Lantz Financial's CRM Position: Q3 2024 in Review

Lantz Financial sold out of Salesforce (CRM) in Q3 2024, closing a stake of 899 shares — an estimated $231K sold.

Lantz Financial first reported a position in CRM in Q3 2020 and held it in 14 quarters. The position peaked at $385K in Q3 2021. 2,648 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

  • Lantz Financial reported no remaining Salesforce position as of Q3 2024 after selling out during the quarter.
  • Lantz Financial sold 899 Salesforce shares in Q3 2024, an estimated $231K.
  • Lantz Financial first reported a position in Salesforce in Q3 2020 and held it in 14 quarters.
  • Lantz Financial's Salesforce position peaked at $385K in Q3 2021.
  • 2,648 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on Lantz Financial's 13F filing for Q3 2024, filed 15 Oct 2024.