LifePlan Financial Group’s Salesforce CRM Stock Holding History

LifePlan Financial Group’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 Q3	$7K	Hold	26	–	–	﹤0.01%	437
2020 Q2	$5K	Hold	26	–	–	﹤0.01%	471
2020 Q1	$4K	Buy	+26	New	+$4.46K	﹤0.01%	466
2019 Q3	–	Sell	-23	Closed	-$3K	–	549
2019 Q2	$3K	Hold	23	–	–	﹤0.01%	486
2019 Q1	$4K	Hold	23	–	–	﹤0.01%	470
2018 Q4	$3K	Hold	23	–	–	﹤0.01%	473
2018 Q3	$4K	Hold	23	–	–	﹤0.01%	454
2018 Q2	$3K	Buy	+23	New	+$2.93K	﹤0.01%	461

Other funds holding CRM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LifePlan Financial Group's CRM Position: Q3 2020 in Review

LifePlan Financial Group held its Salesforce (CRM) position steady in Q3 2020 at 26 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #437.

LifePlan Financial Group first reported a position in CRM in Q2 2018 and has held it in 8 quarters since. 1,834 funds tracked by Wall St. Rank hold CRM as of Q3 2020.

LifePlan Financial Group held 26 shares of Salesforce worth $7K as of Q3 2020.
LifePlan Financial Group left its Salesforce share count unchanged in Q3 2020.
Salesforce made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #437 holding.
LifePlan Financial Group first reported a position in Salesforce in Q2 2018 and has held it in 8 quarters since.
1,834 funds tracked by Wall St. Rank held Salesforce as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.