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Lee Financial’s Salesforce CRM Stock Holding History

Lee Financial’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
2024
Q1 		– Sell
-83
Closed -$21.8K – 297
2023
Q4 		$21.8K Buy
83
+10
+14% +$2.26K ﹤0.01% 313
2023
Q3 		$14.8K Hold
73
– – ﹤0.01% 347
2023
Q2 		$15.4K Sell
73
-22
-23% -$4.49K ﹤0.01% 345
2023
Q1 		$19K Buy
95
+11
+13% +$1.86K ﹤0.01% 317
2022
Q4 		$11.1K Buy
84
+27
+47% +$3.94K ﹤0.01% 443
2022
Q3 		$8K Sell
57
-42
-42% -$7.12K ﹤0.01% 472
2022
Q2 		$16K Buy
99
+69
+230% +$12.2K ﹤0.01% 366
2022
Q1 		$6K Sell
30
-58
-66% -$12.5K ﹤0.01% 494
2021
Q4 		$23K Buy
88
+37
+73% +$10.4K ﹤0.01% 346
2021
Q3 		$14K Buy
51
+32
+168% +$8.13K ﹤0.01% 378
2021
Q2 		$5K Buy
+19
New +$4.38K ﹤0.01% 455
2020
Q1 		– Sell
-950
Closed -$155K – 484
2019
Q4 		$155K Hold
950
– – 0.03% 133
2019
Q3 		$141K Hold
950
– – 0.03% 137
2019
Q2 		$144K Hold
950
– – 0.03% 147
2019
Q1 		$150K Buy
+950
New +$147K 0.04% 141
2018
Q3 		– Sell
-143
Closed -$20K – 519
2018
Q2 		$20K Buy
143
+7
+5% +$893 ﹤0.01% 342
2018
Q1 		$16K Buy
+136
New +$15.6K ﹤0.01% 385

Other funds holding CRM

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Lee Financial's CRM Position: Q1 2024 in Review

Lee Financial sold out of Salesforce (CRM) in Q1 2024, closing a stake of 83 shares — an estimated $21.8K sold.

Lee Financial first reported a position in CRM in Q1 2018 and held it in 17 quarters. The position peaked at $155K in Q4 2019. 2,762 funds tracked by Wall St. Rank hold CRM as of Q1 2024.

  • Lee Financial reported no remaining Salesforce position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 83 Salesforce shares in Q1 2024, an estimated $21.8K.
  • Lee Financial first reported a position in Salesforce in Q1 2018 and held it in 17 quarters.
  • Lee Financial's Salesforce position peaked at $155K in Q4 2019.
  • 2,762 funds tracked by Wall St. Rank held Salesforce as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.