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Lyon Street Capital’s Salesforce CRM Stock Holding History

Lyon Street 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
2022
Q1 		$637K Sell
3,000
-1,000
-25% -$215K 0.95% 54
2021
Q4 		$1.02M Buy
+4,000
New +$1.12M 1.01% 51

Other funds holding CRM

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Lyon Street Capital's CRM Position: Q1 2022 in Review

Lyon Street Capital reduced its Salesforce (CRM) stake by 25% in Q1 2022, selling an estimated $215K and leaving 3,000 shares worth $637K. The position accounts for 0.95% of the portfolio, ranked #54.

Lyon Street Capital first reported a position in CRM in Q4 2021 and has held it in 2 quarters since. The position peaked at $1.02M in Q4 2021. 2,278 funds tracked by Wall St. Rank hold CRM as of Q1 2022.

  • Lyon Street Capital held 3,000 shares of Salesforce worth $637K as of Q1 2022.
  • Lyon Street Capital sold 1,000 Salesforce shares in Q1 2022, an estimated $215K.
  • Salesforce made up 0.95% of Lyon Street Capital's portfolio in Q1 2022, its #54 holding.
  • Lyon Street Capital first reported a position in Salesforce in Q4 2021 and has held it in 2 quarters since.
  • Lyon Street Capital's Salesforce position peaked at $1.02M in Q4 2021.
  • 2,278 funds tracked by Wall St. Rank held Salesforce as of Q1 2022.

Based on Lyon Street Capital's 13F filing for Q1 2022, filed 16 May 2022.