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Lavaca Capital’s Salesforce CRM Stock Holding History

Lavaca Capital’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
Q2 		– Sell
-5,000
Closed -$840K – 157
2023
Q1 		$840K Hold
5,000
– – 0.18% 97
2022
Q4 		$813K Sell
5,000
-5,100
-50% -$744K 0.25% 82
2022
Q3 		$1.45M Hold
10,100
– – 0.52% 42
2022
Q2 		$1.67M Sell
10,100
-800
-7% -$141K 0.25% 41
2022
Q1 		$2.31M Buy
+10,900
New +$2.35M 0.25% 40

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lavaca Capital's CRM Position: Q2 2023 in Review

Lavaca Capital sold out of Salesforce (CRM) in Q2 2023, closing a stake of 5,000 shares — an estimated $840K sold.

Lavaca Capital first reported a position in CRM in Q3 2020 and held it in 6 quarters. The position peaked at $4.21M in Q1 2022. 2,293 funds tracked by Wall St. Rank hold CRM as of Q2 2023.

  • Lavaca Capital reported no remaining Salesforce position as of Q2 2023 after selling out during the quarter.
  • Lavaca Capital sold 5,000 Salesforce shares in Q2 2023, an estimated $840K.
  • Lavaca Capital first reported a position in Salesforce in Q3 2020 and held it in 6 quarters.
  • Lavaca Capital's Salesforce position peaked at $4.21M in Q1 2022.
  • 2,293 funds tracked by Wall St. Rank held Salesforce as of Q2 2023.

Based on Lavaca Capital's 13F filing for Q2 2023, filed 15 Aug 2023.