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Lee Capital Management’s Salesforce CRM Stock Holding History

Lee Capital 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
2018
Q1 		$5.35M Buy
46,000
+15,000
+48% +$1.72M 4.04% 3
2017
Q4 		$3.17M Sell
31,000
-4,000
-11% -$408K 2.69% 6
2017
Q3 		$3.27M Buy
35,000
+11,000
+46% +$1.01M 2.65% 5
2017
Q2 		$2.08M Buy
24,000
+17,000
+243% +$1.48M 1.85% 21
2017
Q1 		$577K Sell
7,000
-5,000
-42% -$399K 0.52% 67
2016
Q4 		$822K Buy
+12,000
New +$871K 0.77% 54

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Lee Capital Management's CRM Position: Q1 2018 in Review

Lee Capital Management increased its Salesforce (CRM) stake by 48% in Q1 2018, buying an estimated $1.72M and bringing the position to 46,000 shares worth $5.35M. The position accounts for 4.04% of the portfolio, ranked #3.

Lee Capital Management first reported a position in CRM in Q4 2016 and has held it in 6 quarters since. 1,076 funds tracked by Wall St. Rank hold CRM as of Q1 2018.

  • Lee Capital Management held 46,000 shares of Salesforce worth $5.35M as of Q1 2018.
  • Lee Capital Management bought 15,000 Salesforce shares in Q1 2018, an estimated $1.72M.
  • Salesforce made up 4.04% of Lee Capital Management's portfolio in Q1 2018, its #3 holding.
  • Lee Capital Management first reported a position in Salesforce in Q4 2016 and has held it in 6 quarters since.
  • 1,076 funds tracked by Wall St. Rank held Salesforce as of Q1 2018.

Based on Lee Capital Management's 13F filing for Q1 2018, filed 11 May 2018.