LOT
CRM icon

Lombard Odier Transatlantic’s Salesforce CRM Stock Holding History

Lombard Odier Transatlantic’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
2016
Q3 		$96K Hold
1,350
– – 0.09% 68
2016
Q2 		$107K Hold
1,350
– – 0.11% 63
2016
Q1 		$100K Hold
1,350
– – 0.09% 67
2015
Q4 		$106K Hold
1,350
– – 0.09% 70
2015
Q3 		$94K Hold
1,350
– – 0.1% 60
2015
Q2 		$94K Hold
1,350
– – 0.08% 70
2015
Q1 		$90K Hold
1,350
– – 0.07% 88
2014
Q4 		$80K Buy
+1,350
New +$79.6K 0.07% 81

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lombard Odier Transatlantic's CRM Position: Q3 2016 in Review

Lombard Odier Transatlantic held its Salesforce (CRM) position steady in Q3 2016 at 1,350 shares worth $96K. The position accounts for 0.09% of the portfolio, ranked #68.

Lombard Odier Transatlantic first reported a position in CRM in Q4 2014 and has held it in 8 quarters since. The position peaked at $107K in Q2 2016. 779 funds tracked by Wall St. Rank hold CRM as of Q3 2016.

  • Lombard Odier Transatlantic held 1,350 shares of Salesforce worth $96K as of Q3 2016.
  • Lombard Odier Transatlantic left its Salesforce share count unchanged in Q3 2016.
  • Salesforce made up 0.09% of Lombard Odier Transatlantic's portfolio in Q3 2016, its #68 holding.
  • Lombard Odier Transatlantic first reported a position in Salesforce in Q4 2014 and has held it in 8 quarters since.
  • Lombard Odier Transatlantic's Salesforce position peaked at $107K in Q2 2016.
  • 779 funds tracked by Wall St. Rank held Salesforce as of Q3 2016.

Based on Lombard Odier Transatlantic's 13F filing for Q3 2016, filed 14 Nov 2016.