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Lloyds Banking Group’s Salesforce CRM Stock Holding History

Lloyds Banking 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
2014
Q4 		– Sell
-3,352
Closed -$192K – 137
2014
Q3 		$192K Buy
3,352
+650
+24% +$36.6K 0.05% 271
2014
Q2 		$156K Sell
2,702
-102,667
-97% -$5.55M 0.04% 296
2014
Q1 		$6.01M Buy
105,369
+829
+0.8% +$49.6K 0.05% 279
2013
Q4 		$5.77M Buy
104,540
+9,595
+10% +$513K 0.05% 277
2013
Q3 		$4.93M Sell
94,945
-5,219
-5% -$237K 0.05% 266
2013
Q2 		$3.82M Buy
+100,164
New +$4.13M 0.04% 298

Other funds holding CRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lloyds Banking Group's CRM Position: Q4 2014 in Review

Lloyds Banking Group sold out of Salesforce (CRM) in Q4 2014, closing a stake of 3,352 shares — an estimated $192K sold.

Lloyds Banking Group first reported a position in CRM in Q2 2013 and held it in 6 quarters. The position peaked at $6.01M in Q1 2014. 563 funds tracked by Wall St. Rank hold CRM as of Q4 2014.

  • Lloyds Banking Group reported no remaining Salesforce position as of Q4 2014 after selling out during the quarter.
  • Lloyds Banking Group sold 3,352 Salesforce shares in Q4 2014, an estimated $192K.
  • Lloyds Banking Group first reported a position in Salesforce in Q2 2013 and held it in 6 quarters.
  • Lloyds Banking Group's Salesforce position peaked at $6.01M in Q1 2014.
  • 563 funds tracked by Wall St. Rank held Salesforce as of Q4 2014.

Based on Lloyds Banking Group's 13F filing for Q4 2014, filed 12 Feb 2015.