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Lowe Brockenbrough & Co’s Salesforce CRM Stock Holding History

Lowe Brockenbrough & Co’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
Q1 		– Sell
-849
Closed -$216K – 266
2021
Q4 		$216K Sell
849
-64
-7% -$18K 0.02% 246
2021
Q3 		$248K Buy
+913
New +$232K 0.02% 252

Other funds holding CRM

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Lowe Brockenbrough & Co's CRM Position: Q1 2022 in Review

Lowe Brockenbrough & Co sold out of Salesforce (CRM) in Q1 2022, closing a stake of 849 shares — an estimated $216K sold.

Lowe Brockenbrough & Co first reported a position in CRM in Q3 2021 and held it in 2 quarters. The position peaked at $248K in Q3 2021. 2,278 funds tracked by Wall St. Rank hold CRM as of Q1 2022.

  • Lowe Brockenbrough & Co reported no remaining Salesforce position as of Q1 2022 after selling out during the quarter.
  • Lowe Brockenbrough & Co sold 849 Salesforce shares in Q1 2022, an estimated $216K.
  • Lowe Brockenbrough & Co first reported a position in Salesforce in Q3 2021 and held it in 2 quarters.
  • Lowe Brockenbrough & Co's Salesforce position peaked at $248K in Q3 2021.
  • 2,278 funds tracked by Wall St. Rank held Salesforce as of Q1 2022.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2022, filed 4 May 2022.