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Lloyd Park’s Salesforce CRM Stock Holding History

Lloyd Park’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
Q3 		$1M Sell
6,977
-2,078
-23% -$352K 1.24% 29
2022
Q2 		$1.49M Buy
9,055
+2,965
+49% +$524K 1.56% 17
2022
Q1 		$1.29M Sell
6,090
-1,295
-18% -$279K 1.43% 25
2021
Q4 		$1.88M Buy
+7,385
New +$2.08M 1.05% 16

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Lloyd Park's CRM Position: Q3 2022 in Review

Lloyd Park reduced its Salesforce (CRM) stake by 23% in Q3 2022, selling an estimated $352K and leaving 6,977 shares worth $1M. The position accounts for 1.24% of the portfolio, ranked #29.

Lloyd Park first reported a position in CRM in Q4 2021 and has held it in 4 quarters since. The position peaked at $1.88M in Q4 2021. 2,054 funds tracked by Wall St. Rank hold CRM as of Q3 2022.

  • Lloyd Park held 6,977 shares of Salesforce worth $1M as of Q3 2022.
  • Lloyd Park sold 2,078 Salesforce shares in Q3 2022, an estimated $352K.
  • Salesforce made up 1.24% of Lloyd Park's portfolio in Q3 2022, its #29 holding.
  • Lloyd Park first reported a position in Salesforce in Q4 2021 and has held it in 4 quarters since.
  • Lloyd Park's Salesforce position peaked at $1.88M in Q4 2021.
  • 2,054 funds tracked by Wall St. Rank held Salesforce as of Q3 2022.

Based on Lloyd Park's 13F filing for Q3 2022, filed 14 Nov 2022.