LAM
CRM icon

Lebenthal Asset Management’s Salesforce CRM Stock Holding History

Lebenthal Asset 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
-1,400
Closed -$100K – 390
2016
Q3 		$100K Sell
1,400
-9,142
-87% -$713K 0.01% 340
2016
Q2 		$837K Buy
+10,542
New +$827K 0.11% 214

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

Lebenthal Asset Management's CRM Position: Q4 2016 in Review

Lebenthal Asset Management sold out of Salesforce (CRM) in Q4 2016, closing a stake of 1,400 shares — an estimated $100K sold.

Lebenthal Asset Management first reported a position in CRM in Q2 2016 and held it in 2 quarters. The position peaked at $837K in Q2 2016. 815 funds tracked by Wall St. Rank hold CRM as of Q4 2016.

  • Lebenthal Asset Management reported no remaining Salesforce position as of Q4 2016 after selling out during the quarter.
  • Lebenthal Asset Management sold 1,400 Salesforce shares in Q4 2016, an estimated $100K.
  • Lebenthal Asset Management first reported a position in Salesforce in Q2 2016 and held it in 2 quarters.
  • Lebenthal Asset Management's Salesforce position peaked at $837K in Q2 2016.
  • 815 funds tracked by Wall St. Rank held Salesforce as of Q4 2016.

Based on Lebenthal Asset Management's 13F filing for Q4 2016, filed 15 Feb 2017.