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LGL Partners’s Salesforce CRM Stock Holding History

LGL Partners’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
Q4 		– Sell
-1,827
Closed -$263K – 110
2022
Q3 		$263K Buy
+1,827
New +$310K 0.05% 103
2022
Q1 		– Sell
-854
Closed -$217K – 104
2021
Q4 		$217K Buy
+854
New +$240K 0.03% 96
2017
Q3 		– Sell
-5,239
Closed -$454K – 61
2017
Q2 		$454K Hold
5,239
– – 0.24% 51
2017
Q1 		$432K Sell
5,239
-482
-8% -$38.5K 0.22% 51
2016
Q4 		$392K Hold
5,721
– – 0.22% 59
2016
Q3 		$403K Hold
5,721
– – 0.21% 53
2016
Q2 		$451K Hold
5,721
– – 0.25% 50
2016
Q1 		$422K Sell
5,721
-139
-2% -$9.57K 0.22% 55
2015
Q4 		$459K Buy
+5,860
New +$458K 0.25% 51

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LGL Partners's CRM Position: Q4 2022 in Review

LGL Partners sold out of Salesforce (CRM) in Q4 2022, closing a stake of 1,827 shares — an estimated $263K sold.

LGL Partners first reported a position in CRM in Q4 2015 and held it in 9 quarters. The position peaked at $459K in Q4 2015. 2,023 funds tracked by Wall St. Rank hold CRM as of Q4 2022.

  • LGL Partners reported no remaining Salesforce position as of Q4 2022 after selling out during the quarter.
  • LGL Partners sold 1,827 Salesforce shares in Q4 2022, an estimated $263K.
  • LGL Partners first reported a position in Salesforce in Q4 2015 and held it in 9 quarters.
  • LGL Partners's Salesforce position peaked at $459K in Q4 2015.
  • 2,023 funds tracked by Wall St. Rank held Salesforce as of Q4 2022.

Based on LGL Partners's 13F filing for Q4 2022, filed 14 Feb 2023.