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Lourd Capital’s Salesforce CRM Stock Holding History

Lourd Capital’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
2019
Q2 		$316K Buy
2,084
+82
+4% +$12.8K 0.03% 96
2019
Q1 		$317K Sell
2,002
-495
-20% -$76.7K 0.03% 89
2018
Q4 		$342K Buy
2,497
+120
+5% +$16.5K 0.03% 170
2018
Q3 		$378K Buy
+2,377
New +$353K 0.02% 174

Other funds holding CRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lourd Capital's CRM Position: Q2 2019 in Review

Lourd Capital increased its Salesforce (CRM) stake by 4.1% in Q2 2019, buying an estimated $12.8K and bringing the position to 2,084 shares worth $316K. The position accounts for 0.03% of the portfolio, ranked #96.

Lourd Capital first reported a position in CRM in Q3 2018 and has held it in 4 quarters since. The position peaked at $378K in Q3 2018. 1,379 funds tracked by Wall St. Rank hold CRM as of Q2 2019.

  • Lourd Capital held 2,084 shares of Salesforce worth $316K as of Q2 2019.
  • Lourd Capital bought 82 Salesforce shares in Q2 2019, an estimated $12.8K.
  • Salesforce made up 0.03% of Lourd Capital's portfolio in Q2 2019, its #96 holding.
  • Lourd Capital first reported a position in Salesforce in Q3 2018 and has held it in 4 quarters since.
  • Lourd Capital's Salesforce position peaked at $378K in Q3 2018.
  • 1,379 funds tracked by Wall St. Rank held Salesforce as of Q2 2019.

Based on Lourd Capital's 13F filing for Q2 2019, filed 11 Jul 2019.