LFF
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Level Four Financial’s Salesforce CRM Stock Holding History

Level Four 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
2021
Q3 		$283K Buy
+1,044
New +$265K 0.12% 211
2021
Q1 		– Sell
-1,921
Closed -$427K – 294
2020
Q4 		$427K Buy
+1,921
New +$467K 0.18% 149

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Level Four Financial's CRM Position: Q3 2021 in Review

Level Four Financial opened a new position in Salesforce (CRM) in Q3 2021: 1,044 shares worth $283K. The stake represents 0.12% of the portfolio and ranks #211 among its holdings. This is a return to the name: Level Four Financial previously reported a position in CRM as recently as Q4 2020.

Level Four Financial first reported a position in CRM in Q4 2020 and has held it in 2 quarters since. The position peaked at $427K in Q4 2020. 2,181 funds tracked by Wall St. Rank hold CRM as of Q3 2021.

  • Level Four Financial held 1,044 shares of Salesforce worth $283K as of Q3 2021.
  • Salesforce was a new Level Four Financial position in Q3 2021.
  • Salesforce made up 0.12% of Level Four Financial's portfolio in Q3 2021, its #211 holding.
  • Level Four Financial first reported a position in Salesforce in Q4 2020 and has held it in 2 quarters since.
  • Level Four Financial's Salesforce position peaked at $427K in Q4 2020.
  • 2,181 funds tracked by Wall St. Rank held Salesforce as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.