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Lenox Wealth Management’s Salesforce CRM Stock Holding History

Lenox Wealth 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
2020
Q2 		$255K Buy
1,365
+27
+2% +$4.55K 0.08% 127
2020
Q1 		$192K Buy
1,338
+49
+4% +$8.4K 0.07% 143
2019
Q4 		$210K Sell
1,289
-358
-22% -$56.1K 0.06% 149
2019
Q3 		$244K Buy
1,647
+561
+52% +$85.3K 0.07% 131
2019
Q2 		$164K Sell
1,086
-5
-0.5% -$784 0.05% 145
2019
Q1 		$173K Sell
1,091
-12
-1% -$1.86K 0.05% 133
2018
Q4 		$151K Buy
1,103
+425
+63% +$58.5K 0.05% 131
2018
Q3 		$108K Buy
678
+195
+40% +$28.9K 0.03% 187
2018
Q2 		$66K Sell
483
-16
-3% -$2.04K 0.02% 201
2018
Q1 		$58K Buy
499
+5
+1% +$574 0.02% 197
2017
Q4 		$51K Sell
494
-66
-12% -$6.73K 0.02% 204
2017
Q3 		$52K Buy
560
+40
+8% +$3.68K 0.02% 215
2017
Q2 		$45K Buy
+520
New +$45.3K 0.02% 212

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lenox Wealth Management's CRM Position: Q2 2020 in Review

Lenox Wealth Management increased its Salesforce (CRM) stake by 2% in Q2 2020, buying an estimated $4.55K and bringing the position to 1,365 shares worth $255K. The position accounts for 0.08% of the portfolio, ranked #127.

Lenox Wealth Management first reported a position in CRM in Q2 2017 and has held it in 13 quarters since. 1,703 funds tracked by Wall St. Rank hold CRM as of Q2 2020.

  • Lenox Wealth Management held 1,365 shares of Salesforce worth $255K as of Q2 2020.
  • Lenox Wealth Management bought 27 Salesforce shares in Q2 2020, an estimated $4.55K.
  • Salesforce made up 0.08% of Lenox Wealth Management's portfolio in Q2 2020, its #127 holding.
  • Lenox Wealth Management first reported a position in Salesforce in Q2 2017 and has held it in 13 quarters since.
  • 1,703 funds tracked by Wall St. Rank held Salesforce as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.