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Lee Capital Asset Management’s Salesforce CRM Stock Holding History

Lee Capital 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
2019
Q4 		$2.9M Sell
17,814
-1,025
-5% -$161K 6.07% 3
2019
Q3 		$2.8M Sell
18,839
-39,702
-68% -$6.03M 4.07% 10
2019
Q2 		$8.88M Buy
58,541
+32,041
+121% +$5.02M 11.68% 1
2019
Q1 		$4.2M Sell
26,500
-3,450
-12% -$535K 6.27% 7
2018
Q4 		$4.1M Buy
+29,950
New +$4.12M 4.79% 10

Other funds holding CRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lee Capital Asset Management's CRM Position: Q4 2019 in Review

Lee Capital Asset Management reduced its Salesforce (CRM) stake by 5.4% in Q4 2019, selling an estimated $161K and leaving 17,814 shares worth $2.9M. The position accounts for 6.07% of the portfolio, ranked #3.

Lee Capital Asset Management first reported a position in CRM in Q4 2018 and has held it in 5 quarters since. The position peaked at $8.88M in Q2 2019. 1,583 funds tracked by Wall St. Rank hold CRM as of Q4 2019.

  • Lee Capital Asset Management held 17,814 shares of Salesforce worth $2.9M as of Q4 2019.
  • Lee Capital Asset Management sold 1,025 Salesforce shares in Q4 2019, an estimated $161K.
  • Salesforce made up 6.07% of Lee Capital Asset Management's portfolio in Q4 2019, its #3 holding.
  • Lee Capital Asset Management first reported a position in Salesforce in Q4 2018 and has held it in 5 quarters since.
  • Lee Capital Asset Management's Salesforce position peaked at $8.88M in Q2 2019.
  • 1,583 funds tracked by Wall St. Rank held Salesforce as of Q4 2019.

Based on Lee Capital Asset Management's 13F filing for Q4 2019, filed 14 Feb 2020.