LCM
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Levitt Capital Management’s Salesforce CRM Stock Holding History

Levitt 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
2014
Q2 		$571K Sell
9,829
-23,679
-71% -$1.28M 1.37% 26
2014
Q1 		$1.91M Sell
33,508
-3,254
-9% -$195K 1.82% 12
2013
Q4 		$2.03M Sell
36,762
-633
-2% -$33.9K 2.48% 7
2013
Q3 		$1.94M Sell
37,395
-5,635
-13% -$256K 2.73% 7
2013
Q2 		$1.64M Buy
+43,030
New +$1.78M 2.85% 6

Other funds holding CRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Levitt Capital Management's CRM Position: Q2 2014 in Review

Levitt Capital Management reduced its Salesforce (CRM) stake by 71% in Q2 2014, selling an estimated $1.28M and leaving 9,829 shares worth $571K. The position accounts for 1.37% of the portfolio, ranked #26.

Levitt Capital Management first reported a position in CRM in Q2 2013 and has held it in 5 quarters since. The position peaked at $2.03M in Q4 2013. 544 funds tracked by Wall St. Rank hold CRM as of Q2 2014.

  • Levitt Capital Management held 9,829 shares of Salesforce worth $571K as of Q2 2014.
  • Levitt Capital Management sold 23,679 Salesforce shares in Q2 2014, an estimated $1.28M.
  • Salesforce made up 1.37% of Levitt Capital Management's portfolio in Q2 2014, its #26 holding.
  • Levitt Capital Management first reported a position in Salesforce in Q2 2013 and has held it in 5 quarters since.
  • Levitt Capital Management's Salesforce position peaked at $2.03M in Q4 2013.
  • 544 funds tracked by Wall St. Rank held Salesforce as of Q2 2014.

Based on Levitt Capital Management's 13F filing for Q2 2014, filed 21 Jul 2014.