Lionsbridge Wealth Management’s Salesforce CRM Stock Holding History

Lionsbridge Wealth 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
2020 Q1	–	Sell	-29	Closed	-$4K	–	83
2019 Q4	$4K	Buy	+29	New	+$4.55K	﹤0.01%	148

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Lionsbridge Wealth Management's CRM Position: Q1 2020 in Review

Lionsbridge Wealth Management sold out of Salesforce (CRM) in Q1 2020, closing a stake of 29 shares — an estimated $4K sold.

Lionsbridge Wealth Management first reported a position in CRM in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 1,622 funds tracked by Wall St. Rank hold CRM as of Q1 2020.

Lionsbridge Wealth Management reported no remaining Salesforce position as of Q1 2020 after selling out during the quarter.
Lionsbridge Wealth Management sold 29 Salesforce shares in Q1 2020, an estimated $4K.
Lionsbridge Wealth Management first reported a position in Salesforce in Q4 2019 and held it in 1 quarter.
Lionsbridge Wealth Management's Salesforce position peaked at $4K in Q4 2019.
1,622 funds tracked by Wall St. Rank held Salesforce as of Q1 2020.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.