Lee Capital Holdings’s Salesforce CRM Stock Holding History

Lee Capital Holdings’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
2022 Q3	–	Sell	-34,330	Closed	-$5.67M	–	38
2022 Q2	$5.67M	Buy	+34,330	New	+$6.07M	4.44%	4
2022 Q1	–	Sell	-5,055	Closed	-$1.28M	–	56
2021 Q4	$1.28M	Sell	5,055 -11,695	-70%	-$3.29M	0.67%	43
2021 Q3	$4.54M	Sell	16,750 -10,700	-39%	-$2.72M	2.38%	13
2021 Q2	$6.71M	Sell	27,450 -1,960	-7%	-$452K	3.38%	6
2021 Q1	$6.23M	Buy	29,410 +12,440	+73%	+$2.77M	2.75%	7
2020 Q4	$3.78M	Buy	16,970 +4,295	+34%	+$1.04M	2.23%	10
2020 Q3	$3.19M	Buy	+12,675	New	+$2.77M	1.86%	21
2020 Q2	–	Sell	-24,484	Closed	-$3.52M	–	45
2020 Q1	$3.52M	Buy	+24,484	New	+$4.2M	2.91%	9
2018 Q4	–	Sell	-8,000	Closed	-$1.27M	–	43
2018 Q3	$1.27M	Sell	8,000 -27,670	-78%	-$4.11M	0.91%	40
2018 Q2	$4.87M	Buy	+35,670	New	+$4.55M	3.44%	4

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lee Capital Holdings's CRM Position: Q3 2022 in Review

Lee Capital Holdings sold out of Salesforce (CRM) in Q3 2022, closing a stake of 34,330 shares — an estimated $5.67M sold.

Lee Capital Holdings first reported a position in CRM in Q2 2018 and held it in 10 quarters. The position peaked at $6.71M in Q2 2021. 2,056 funds tracked by Wall St. Rank hold CRM as of Q3 2022.

Lee Capital Holdings reported no remaining Salesforce position as of Q3 2022 after selling out during the quarter.
Lee Capital Holdings sold 34,330 Salesforce shares in Q3 2022, an estimated $5.67M.
Lee Capital Holdings first reported a position in Salesforce in Q2 2018 and held it in 10 quarters.
Lee Capital Holdings's Salesforce position peaked at $6.71M in Q2 2021.
2,056 funds tracked by Wall St. Rank held Salesforce as of Q3 2022.

Based on Lee Capital Holdings's 13F filing for Q3 2022, filed 14 Nov 2022.