Lumature Wealth Partners’s Salesforce CRM Stock Holding History

Lumature Wealth Partners’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
2023 Q2	$428K	Sell	2,026 -246	-11%	-$50.2K	0.25%	77
2023 Q1	$454K	Sell	2,272 -525	-19%	-$88.7K	0.25%	69
2022 Q4	$371K	Buy	2,797 +216	+8%	+$31.5K	0.21%	87
2022 Q3	$371K	Sell	2,581 -213	-8%	-$36.1K	0.2%	88
2022 Q2	$461K	Sell	2,794 -1,022	-27%	-$181K	0.21%	82
2022 Q1	$810K	Buy	3,816 +191	+5%	+$41.1K	0.33%	66
2021 Q4	$921K	Buy	3,625 +104	+3%	+$29.2K	0.36%	60
2021 Q3	$955K	Buy	3,521 +147	+4%	+$37.3K	0.39%	56
2021 Q2	$824K	Buy	3,374 +258	+8%	+$59.5K	0.34%	62
2021 Q1	$660K	Buy	3,116 +1,272	+69%	+$283K	0.35%	62
2020 Q4	$410K	Buy	+1,844	New	+$448K	0.39%	80

Other funds holding CRM

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lumature Wealth Partners's CRM Position: Q2 2023 in Review

Lumature Wealth Partners reduced its Salesforce (CRM) stake by 11% in Q2 2023, selling an estimated $50.2K and leaving 2,026 shares worth $428K. The position accounts for 0.25% of the portfolio, ranked #77.

Lumature Wealth Partners first reported a position in CRM in Q4 2020 and has held it in 11 quarters since. The position peaked at $955K in Q3 2021. 2,294 funds tracked by Wall St. Rank hold CRM as of Q2 2023.

Lumature Wealth Partners held 2,026 shares of Salesforce worth $428K as of Q2 2023.
Lumature Wealth Partners sold 246 Salesforce shares in Q2 2023, an estimated $50.2K.
Salesforce made up 0.25% of Lumature Wealth Partners's portfolio in Q2 2023, its #77 holding.
Lumature Wealth Partners first reported a position in Salesforce in Q4 2020 and has held it in 11 quarters since.
Lumature Wealth Partners's Salesforce position peaked at $955K in Q3 2021.
2,294 funds tracked by Wall St. Rank held Salesforce as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.