LCM
CRM icon

Lucha Capital Management’s Salesforce CRM Stock Holding History

Lucha Capital Management’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
2018
Q1 		– Sell
-82,334
Closed -$8.42M – 25
2017
Q4 		$8.42M Buy
82,334
+1,555
+2% +$158K 4.85% 7
2017
Q3 		$7.55M Buy
+80,779
New +$7.43M 3.92% 13
2017
Q2 		– Sell
-149,793
Closed -$12.4M – 29
2017
Q1 		$12.4M Buy
149,793
+79,593
+113% +$6.36M 6.29% 4
2016
Q4 		$4.8M Buy
+70,200
New +$5.09M 3.35% 20

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Lucha Capital Management's CRM Position: Q1 2018 in Review

Lucha Capital Management sold out of Salesforce (CRM) in Q1 2018, closing a stake of 82,334 shares — an estimated $8.42M sold.

Lucha Capital Management first reported a position in CRM in Q4 2016 and held it in 4 quarters. The position peaked at $12.4M in Q1 2017. 1,075 funds tracked by Wall St. Rank hold CRM as of Q1 2018.

  • Lucha Capital Management reported no remaining Salesforce position as of Q1 2018 after selling out during the quarter.
  • Lucha Capital Management sold 82,334 Salesforce shares in Q1 2018, an estimated $8.42M.
  • Lucha Capital Management first reported a position in Salesforce in Q4 2016 and held it in 4 quarters.
  • Lucha Capital Management's Salesforce position peaked at $12.4M in Q1 2017.
  • 1,075 funds tracked by Wall St. Rank held Salesforce as of Q1 2018.

Based on Lucha Capital Management's 13F filing for Q1 2018, filed 15 May 2018.