Lincoln National Corp’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-28,055
| Closed | -$8.45M | – | 218 |
|
|
2024
Q1 | $8.45M | Buy |
28,055
+2,247
| +9% | +$648K | 0.13% | 95 |
|
|
2023
Q4 | $6.79M | Buy |
25,808
+5,483
| +27% | +$1.24M | 0.12% | 103 |
|
|
2023
Q3 | $4.12M | Sell |
20,325
-220
| -1% | -$47.5K | 0.08% | 142 |
|
|
2023
Q2 | $4.34M | Buy |
20,545
+1,246
| +6% | +$254K | 0.09% | 138 |
|
|
2023
Q1 | $3.86M | Sell |
19,299
-438
| -2% | -$74K | 0.08% | 147 |
|
|
2022
Q4 | $2.62M | Buy |
19,737
+2,180
| +12% | +$318K | 0.06% | 186 |
|
|
2022
Q3 | $2.52M | Buy |
17,557
+194
| +1% | +$32.9K | 0.06% | 174 |
|
|
2022
Q2 | $2.87M | Sell |
17,363
-2,035
| -10% | -$360K | 0.07% | 153 |
|
|
2022
Q1 | $4.12M | Buy |
19,398
+4,881
| +34% | +$1.05M | 0.09% | 131 |
|
|
2021
Q4 | $3.69M | Buy |
14,517
+1,878
| +15% | +$528K | 0.07% | 138 |
|
|
2021
Q3 | $3.43M | Buy |
12,639
+317
| +3% | +$80.5K | 0.08% | 140 |
|
|
2021
Q2 | $3.01M | Buy |
12,322
+566
| +5% | +$130K | 0.06% | 160 |
|
|
2021
Q1 | $2.49M | Sell |
11,756
-435
| -4% | -$96.8K | 0.06% | 171 |
|
|
2020
Q4 | $2.71M | Sell |
12,191
-3,008
| -20% | -$731K | 0.07% | 144 |
|
|
2020
Q3 | $3.82M | Buy |
15,199
+448
| +3% | +$98.1K | 0.11% | 97 |
|
|
2020
Q2 | $2.76M | Buy |
14,751
+3,174
| +27% | +$535K | 0.09% | 122 |
|
|
2020
Q1 | $1.67M | Buy |
11,577
+1,500
| +15% | +$257K | 0.06% | 149 |
|
|
2019
Q4 | $1.64M | Buy |
10,077
+2,737
| +37% | +$429K | 0.05% | 176 |
|
|
2019
Q3 | $1.09M | Sell |
7,340
-587
| -7% | -$89.2K | 0.04% | 213 |
|
|
2019
Q2 | $1.2M | Buy |
7,927
+305
| +4% | +$47.8K | 0.05% | 175 |
|
|
2019
Q1 | $1.21M | Buy |
7,622
+320
| +4% | +$49.6K | 0.05% | 174 |
|
|
2018
Q4 | $1M | Buy |
7,302
+1,963
| +37% | +$270K | 0.05% | 177 |
|
|
2018
Q3 | $849K | Buy |
5,339
+300
| +6% | +$44.5K | 0.03% | 196 |
|
|
2018
Q2 | $687K | Sell |
5,039
-3,063
| -38% | -$391K | 0.03% | 217 |
|
|
2018
Q1 | $942K | Buy |
8,102
+216
| +3% | +$24.8K | 0.03% | 166 |
|
|
2017
Q4 | $806K | Buy |
7,886
+4,380
| +125% | +$446K | 0.02% | 272 |
|
|
2017
Q3 | $328K | Buy |
3,506
+79
| +2% | +$7.27K | 0.01% | 296 |
|
|
2017
Q2 | $297K | Buy |
3,427
+323
| +10% | +$28.1K | 0.01% | 271 |
|
|
2017
Q1 | $256K | Buy |
+3,104
| New | +$248K | 0.01% | 276 |
|
|
2016
Q4 | – | Sell |
-3,771
| Closed | -$269K | – | 306 |
|
|
2016
Q3 | $269K | Buy |
3,771
+76
| +2% | +$5.93K | 0.02% | 234 |
|
|
2016
Q2 | $293K | Sell |
3,695
-41
| -1% | -$3.22K | 0.02% | 215 |
|
|
2016
Q1 | $276K | Buy |
+3,736
| New | +$257K | 0.02% | 204 |
|
Other funds holding CRM
Lincoln National Corp's CRM Position: Q2 2024 in Review
Lincoln National Corp sold out of Salesforce (CRM) in Q2 2024, closing a stake of 28,055 shares — an estimated $8.45M sold.
Lincoln National Corp first reported a position in CRM in Q1 2016 and held it in 32 quarters. The position peaked at $8.45M in Q1 2024. 2,620 funds tracked by Wall St. Rank hold CRM as of Q2 2024.
- Lincoln National Corp reported no remaining Salesforce position as of Q2 2024 after selling out during the quarter.
- Lincoln National Corp sold 28,055 Salesforce shares in Q2 2024, an estimated $8.45M.
- Lincoln National Corp first reported a position in Salesforce in Q1 2016 and held it in 32 quarters.
- Lincoln National Corp's Salesforce position peaked at $8.45M in Q1 2024.
- 2,620 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.
Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.