Lucia Wealth Services’s Salesforce CRM Stock Holding History

Lucia Wealth Services’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 Q3	$2.59M	Buy	10,312 +2,787	+37%	+$610K	0.61%	33
2020 Q2	$1.41M	Buy	7,525 +1,043	+16%	+$176K	0.37%	47
2020 Q1	$933K	Sell	6,482 -3,629	-36%	-$622K	0.31%	55
2019 Q4	$1.64M	Buy	10,111 +1,291	+15%	+$202K	0.5%	41
2019 Q3	$1.31M	Buy	8,820 +7,782	+750%	+$1.18M	0.44%	49
2019 Q2	$157K	Sell	1,038 -11,469	-92%	-$1.8M	0.05%	113
2019 Q1	$1.98M	Buy	12,507 +811	+7%	+$126K	0.68%	34
2018 Q4	$1.6M	Sell	11,696 -6,993	-37%	-$962K	0.75%	31
2018 Q3	$2.97M	Sell	18,689 -1,910	-9%	-$283K	0.93%	29
2018 Q2	$2.81M	Buy	+20,599	New	+$2.63M	1.23%	18

Other funds holding CRM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lucia Wealth Services's CRM Position: Q3 2020 in Review

Lucia Wealth Services increased its Salesforce (CRM) stake by 37% in Q3 2020, buying an estimated $610K and bringing the position to 10,312 shares worth $2.59M. The position accounts for 0.61% of the portfolio, ranked #33.

Lucia Wealth Services first reported a position in CRM in Q2 2018 and has held it in 10 quarters since. The position peaked at $2.97M in Q3 2018. 1,834 funds tracked by Wall St. Rank hold CRM as of Q3 2020.

Lucia Wealth Services held 10,312 shares of Salesforce worth $2.59M as of Q3 2020.
Lucia Wealth Services bought 2,787 Salesforce shares in Q3 2020, an estimated $610K.
Salesforce made up 0.61% of Lucia Wealth Services's portfolio in Q3 2020, its #33 holding.
Lucia Wealth Services first reported a position in Salesforce in Q2 2018 and has held it in 10 quarters since.
Lucia Wealth Services's Salesforce position peaked at $2.97M in Q3 2018.
1,834 funds tracked by Wall St. Rank held Salesforce as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.