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Lighthouse Financial Advisors’s Salesforce CRM Stock Holding History

Lighthouse Financial Advisors’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
Q1 		$2.89M Buy
13,622
+1,539
+13% +$343K 0.87% 26
2020
Q4 		$2.69M Buy
12,083
+869
+8% +$211K 0.91% 35
2020
Q3 		$2.82M Buy
11,214
+248
+2% +$54.3K 1.07% 22
2020
Q2 		$2.03M Buy
10,966
+1,818
+20% +$306K 0.86% 36
2020
Q1 		$1.32M Sell
9,148
-302
-3% -$51.8K 0.8% 44
2019
Q4 		$1.54M Buy
+9,450
New +$1.48M 0.72% 44

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 $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Lighthouse Financial Advisors's CRM Position: Q1 2021 in Review

Lighthouse Financial Advisors increased its Salesforce (CRM) stake by 13% in Q1 2021, buying an estimated $343K and bringing the position to 13,622 shares worth $2.89M. The position accounts for 0.87% of the portfolio, ranked #26.

Lighthouse Financial Advisors first reported a position in CRM in Q4 2019 and has held it in 6 quarters since. 1,983 funds tracked by Wall St. Rank hold CRM as of Q1 2021.

  • Lighthouse Financial Advisors held 13,622 shares of Salesforce worth $2.89M as of Q1 2021.
  • Lighthouse Financial Advisors bought 1,539 Salesforce shares in Q1 2021, an estimated $343K.
  • Salesforce made up 0.87% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #26 holding.
  • Lighthouse Financial Advisors first reported a position in Salesforce in Q4 2019 and has held it in 6 quarters since.
  • 1,983 funds tracked by Wall St. Rank held Salesforce as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.