LWA
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Lenox Wealth Advisors’s Salesforce CRM Stock Holding History

Lenox Wealth Advisors’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
Q1 		$23K Sell
119
-236
-66% -$50.8K ﹤0.01% 356
2021
Q4 		$90K Sell
355
-80
-18% -$22.5K 0.01% 177
2021
Q3 		$118K Buy
435
+280
+181% +$71.1K 0.02% 147
2021
Q2 		$38K Sell
155
-36
-19% -$8.3K ﹤0.01% 270
2021
Q1 		$40K Sell
191
-61
-24% -$13.6K 0.01% 216
2020
Q4 		$56K Hold
252
– – 0.01% 176
2020
Q3 		$63K Buy
252
+31
+14% +$6.79K 0.01% 140
2020
Q2 		$41K Sell
221
-116
-34% -$19.5K 0.01% 180
2020
Q1 		$49K Buy
337
+67
+25% +$11.5K 0.01% 138
2019
Q4 		$44K Buy
270
+137
+103% +$21.5K 0.01% 192
2019
Q3 		$20K Hold
133
– – ﹤0.01% 300
2019
Q2 		$20K Buy
133
+111
+505% +$17.4K ﹤0.01% 224
2019
Q1 		$3K Hold
22
– – ﹤0.01% 443
2018
Q4 		$3K Hold
22
– – ﹤0.01% 314
2018
Q3 		$3K Sell
22
-98
-82% -$14.5K ﹤0.01% 332
2018
Q2 		$16K Buy
120
+98
+445% +$12.5K ﹤0.01% 286
2018
Q1 		$3K Sell
22
-523
-96% -$60.1K ﹤0.01% 443
2017
Q4 		$56K Buy
+545
New +$55.5K 0.02% 96
2016
Q1 		– Sell
-157
Closed -$12K – 284
2015
Q4 		$12K Buy
+157
New +$12.3K ﹤0.01% 170
2014
Q1 		– Sell
-120
Closed -$7K – 218
2013
Q4 		$7K Hold
120
– – ﹤0.01% 198
2013
Q3 		$6K Buy
+120
New +$5.45K 0.01% 139

Other funds holding CRM

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Lenox Wealth Advisors's CRM Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Salesforce (CRM) stake by 66% in Q1 2022, selling an estimated $50.8K and leaving 119 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

Lenox Wealth Advisors first reported a position in CRM in Q3 2013 and has held it in 21 quarters since. The position peaked at $118K in Q3 2021. 2,278 funds tracked by Wall St. Rank hold CRM as of Q1 2022.

  • Lenox Wealth Advisors held 119 shares of Salesforce worth $23K as of Q1 2022.
  • Lenox Wealth Advisors sold 236 Salesforce shares in Q1 2022, an estimated $50.8K.
  • Salesforce made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #356 holding.
  • Lenox Wealth Advisors first reported a position in Salesforce in Q3 2013 and has held it in 21 quarters since.
  • Lenox Wealth Advisors's Salesforce position peaked at $118K in Q3 2021.
  • 2,278 funds tracked by Wall St. Rank held Salesforce as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.