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Lombard Odier & Cie (Canada)’s Salesforce CRM Stock Holding History

Lombard Odier & Cie (Canada)’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
-1,350
Closed -$78K – 119
2014
Q3 		$78K Hold
1,350
– – 0.05% 116
2014
Q2 		$78K Hold
1,350
– – 0.05% 120
2014
Q1 		$77K Buy
1,350
+550
+69% +$32.9K 0.06% 106
2013
Q4 		$44K Buy
+800
New +$42.8K 0.04% 102

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

Lombard Odier & Cie (Canada)'s CRM Position: Q4 2014 in Review

Lombard Odier & Cie (Canada) sold out of Salesforce (CRM) in Q4 2014, closing a stake of 1,350 shares — an estimated $78K sold.

Lombard Odier & Cie (Canada) first reported a position in CRM in Q4 2013 and held it in 4 quarters. The position peaked at $78K in Q3 2014. 563 funds tracked by Wall St. Rank hold CRM as of Q4 2014.

  • Lombard Odier & Cie (Canada) reported no remaining Salesforce position as of Q4 2014 after selling out during the quarter.
  • Lombard Odier & Cie (Canada) sold 1,350 Salesforce shares in Q4 2014, an estimated $78K.
  • Lombard Odier & Cie (Canada) first reported a position in Salesforce in Q4 2013 and held it in 4 quarters.
  • Lombard Odier & Cie (Canada)'s Salesforce position peaked at $78K in Q3 2014.
  • 563 funds tracked by Wall St. Rank held Salesforce as of Q4 2014.

Based on Lombard Odier & Cie (Canada)'s 13F filing for Q4 2014, filed 13 Feb 2015.