LC
CRM icon

Lunia Capital’s Salesforce CRM Stock Holding History

Lunia Capital’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
-6,961
Closed -$1.75M – 36
2020
Q3 		$1.75M Sell
6,961
-30,102
-81% -$6.59M 0.77% 33
2020
Q2 		$6.94M Sell
37,063
-26,400
-42% -$4.45M 3.35% 17
2020
Q1 		$9.14M Buy
63,463
+12,820
+25% +$2.2M 3.09% 10
2019
Q4 		$8.24M Sell
50,643
-362
-0.7% -$56.7K 2.66% 25
2019
Q3 		$7.57M Buy
51,005
+1,873
+4% +$285K 2.61% 23
2019
Q2 		$7.46M Sell
49,132
-29,469
-37% -$4.62M 2.73% 22
2019
Q1 		$12.4M Buy
78,601
+36,175
+85% +$5.61M 2.65% 22
2018
Q4 		$5.81M Buy
+42,426
New +$5.84M 1.28% 30
2018
Q2 		– Sell
-99,734
Closed -$11.6M – 34
2018
Q1 		$11.6M Buy
99,734
+43,640
+78% +$5.01M 2.24% 23
2017
Q4 		$5.73M Buy
+56,094
New +$5.72M 2.32% 24

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

Lunia Capital's CRM Position: Q4 2020 in Review

Lunia Capital sold out of Salesforce (CRM) in Q4 2020, closing a stake of 6,961 shares — an estimated $1.75M sold.

Lunia Capital first reported a position in CRM in Q4 2017 and held it in 10 quarters. The position peaked at $12.4M in Q1 2019. 1,990 funds tracked by Wall St. Rank hold CRM as of Q4 2020.

  • Lunia Capital reported no remaining Salesforce position as of Q4 2020 after selling out during the quarter.
  • Lunia Capital sold 6,961 Salesforce shares in Q4 2020, an estimated $1.75M.
  • Lunia Capital first reported a position in Salesforce in Q4 2017 and held it in 10 quarters.
  • Lunia Capital's Salesforce position peaked at $12.4M in Q1 2019.
  • 1,990 funds tracked by Wall St. Rank held Salesforce as of Q4 2020.

Based on Lunia Capital's 13F filing for Q4 2020, filed 16 Feb 2021.