LVZ Inc’s Salesforce CRM Stock Holding History

LVZ Inc’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
2021 Q2	–	Sell	-1,103	Closed	-$234K	–	108
2021 Q1	$234K	Buy	1,103 +204	+23%	+$45.4K	0.04%	97
2020 Q4	$200K	Buy	+899	New	+$219K	0.03%	97

Other funds holding CRM

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

LVZ Inc's CRM Position: Q2 2021 in Review

LVZ Inc sold out of Salesforce (CRM) in Q2 2021, closing a stake of 1,103 shares — an estimated $234K sold.

LVZ Inc first reported a position in CRM in Q4 2020 and held it in 2 quarters. The position peaked at $234K in Q1 2021. 2,067 funds tracked by Wall St. Rank hold CRM as of Q2 2021.

LVZ Inc reported no remaining Salesforce position as of Q2 2021 after selling out during the quarter.
LVZ Inc sold 1,103 Salesforce shares in Q2 2021, an estimated $234K.
LVZ Inc first reported a position in Salesforce in Q4 2020 and held it in 2 quarters.
LVZ Inc's Salesforce position peaked at $234K in Q1 2021.
2,067 funds tracked by Wall St. Rank held Salesforce as of Q2 2021.

Based on LVZ Inc's 13F filing for Q2 2021, filed 16 Jul 2021.