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Lumina Fund Management’s Salesforce CRM Stock Holding History

Lumina Fund 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
2023
Q4 		– Sell
-5,100
Closed -$1.03M – 14
2023
Q3 		$1.03M Hold
5,100
– – 0.35% 20
2023
Q2 		$1.08M Hold
5,100
– – 0.46% 22
2023
Q1 		$1.02M Hold
5,100
– – 0.48% 17
2022
Q4 		$676K Hold
5,100
– – 0.26% 30
2022
Q3 		$734K Hold
5,100
– – 0.28% 20
2022
Q2 		$842K Hold
5,100
– – 0.32% 21
2022
Q1 		$1.08M Buy
+5,100
New +$1.1M 0.34% 17

Other funds holding CRM

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lumina Fund Management's CRM Position: Q4 2023 in Review

Lumina Fund Management sold out of Salesforce (CRM) in Q4 2023, closing a stake of 5,100 shares — an estimated $1.03M sold.

Lumina Fund Management first reported a position in CRM in Q1 2022 and held it in 7 quarters. The position peaked at $1.08M in Q1 2022. 2,592 funds tracked by Wall St. Rank hold CRM as of Q4 2023.

  • Lumina Fund Management reported no remaining Salesforce position as of Q4 2023 after selling out during the quarter.
  • Lumina Fund Management sold 5,100 Salesforce shares in Q4 2023, an estimated $1.03M.
  • Lumina Fund Management first reported a position in Salesforce in Q1 2022 and held it in 7 quarters.
  • Lumina Fund Management's Salesforce position peaked at $1.08M in Q1 2022.
  • 2,592 funds tracked by Wall St. Rank held Salesforce as of Q4 2023.

Based on Lumina Fund Management's 13F filing for Q4 2023, filed 2 Feb 2024.