LBA
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Lowell Blake & Associates’s Salesforce CRM Stock Holding History

Lowell Blake & Associates’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
2020
Q4 		– Sell
-1,128
Closed -$283K – 45
2020
Q3 		$283K Hold
1,128
– – 0.23% 44
2020
Q2 		$211K Buy
+1,128
New +$190K 0.2% 49

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lowell Blake & Associates's CRM Position: Q4 2020 in Review

Lowell Blake & Associates sold out of Salesforce (CRM) in Q4 2020, closing a stake of 1,128 shares — an estimated $283K sold.

Lowell Blake & Associates first reported a position in CRM in Q2 2020 and held it in 2 quarters. The position peaked at $283K in Q3 2020. 1,991 funds tracked by Wall St. Rank hold CRM as of Q4 2020.

  • Lowell Blake & Associates reported no remaining Salesforce position as of Q4 2020 after selling out during the quarter.
  • Lowell Blake & Associates sold 1,128 Salesforce shares in Q4 2020, an estimated $283K.
  • Lowell Blake & Associates first reported a position in Salesforce in Q2 2020 and held it in 2 quarters.
  • Lowell Blake & Associates's Salesforce position peaked at $283K in Q3 2020.
  • 1,991 funds tracked by Wall St. Rank held Salesforce as of Q4 2020.

Based on Lowell Blake & Associates's 13F filing for Q4 2020, filed 4 Feb 2021.