LWM
CRM icon

LBA Wealth Management’s Salesforce CRM Stock Holding History

LBA Wealth 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
2016
Q4 		– Sell
-240
Closed -$17K – 455
2016
Q3 		$17K Sell
240
-100
-29% -$7.8K 0.01% 276
2016
Q2 		$27K Hold
340
– – 0.02% 238
2016
Q1 		$25K Sell
340
-940
-73% -$64.7K 0.01% 235
2015
Q4 		$100K Buy
1,280
+600
+88% +$46.9K 0.06% 160
2015
Q3 		$47K Buy
+680
New +$48.2K 0.03% 178

Other funds holding CRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

LBA Wealth Management's CRM Position: Q4 2016 in Review

LBA Wealth Management sold out of Salesforce (CRM) in Q4 2016, closing a stake of 240 shares — an estimated $17K sold.

LBA Wealth Management first reported a position in CRM in Q3 2015 and held it in 5 quarters. The position peaked at $100K in Q4 2015. 814 funds tracked by Wall St. Rank hold CRM as of Q4 2016.

  • LBA Wealth Management reported no remaining Salesforce position as of Q4 2016 after selling out during the quarter.
  • LBA Wealth Management sold 240 Salesforce shares in Q4 2016, an estimated $17K.
  • LBA Wealth Management first reported a position in Salesforce in Q3 2015 and held it in 5 quarters.
  • LBA Wealth Management's Salesforce position peaked at $100K in Q4 2015.
  • 814 funds tracked by Wall St. Rank held Salesforce as of Q4 2016.

Based on LBA Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.