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Sargent Bickham Lagudis’s Salesforce CRM Stock Holding History

Sargent Bickham Lagudis’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
Q4 		$255K Sell
1,925
-326
-14% -$47.6K 0.02% 243
2022
Q3 		$324K Buy
2,251
+369
+20% +$62.6K 0.03% 203
2022
Q2 		$311K Buy
1,882
+273
+17% +$48.2K 0.03% 214
2022
Q1 		$342K Buy
1,609
+12
+0.8% +$2.58K 0.03% 202
2021
Q4 		$406K Buy
1,597
+16
+1% +$4.5K 0.03% 187
2021
Q3 		$429K Buy
1,581
+86
+6% +$21.8K 0.03% 185
2021
Q2 		$365K Buy
1,495
+22
+1% +$5.07K 0.03% 198
2021
Q1 		$312K Sell
1,473
-107
-7% -$23.8K 0.03% 194
2020
Q4 		$352K Buy
1,580
+97
+7% +$23.6K 0.03% 181
2020
Q3 		$373K Sell
1,483
-37
-2% -$8.1K 0.04% 165
2020
Q2 		$285K Buy
1,520
+16
+1% +$2.7K 0.03% 175
2020
Q1 		$217K Buy
1,504
+342
+29% +$58.6K 0.03% 192
2019
Q4 		$189K Hold
1,162
– – 0.02% 204
2019
Q3 		$172K Buy
1,162
+38
+3% +$5.78K 0.02% 201
2019
Q2 		$171K Hold
1,124
– – 0.02% 217
2019
Q1 		$178K Sell
1,124
-80
-7% -$12.4K 0.02% 225
2018
Q4 		$165K Buy
1,204
+93
+8% +$12.8K 0.02% 217
2018
Q3 		$177K Buy
1,111
+37
+3% +$5.49K 0.02% 215
2018
Q2 		$146K Hold
1,074
– – 0.02% 235
2018
Q1 		$125K Sell
1,074
-180
-14% -$20.7K 0.02% 250
2017
Q4 		$128K Buy
1,254
+474
+61% +$48.3K 0.02% 258
2017
Q3 		$73K Hold
780
– – 0.01% 313
2017
Q2 		$68K Hold
780
– – 0.01% 311
2017
Q1 		$64K Buy
780
+380
+95% +$30.4K 0.01% 318
2016
Q4 		$27K Hold
400
– – ﹤0.01% 425
2016
Q3 		$29 Hold
400
– – ﹤0.01% 428
2016
Q2 		$32K Hold
400
– – 0.01% 396
2016
Q1 		$30K Buy
+400
New +$27.5K ﹤0.01% 429

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sargent Bickham Lagudis's CRM Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its Salesforce (CRM) stake by 14% in Q4 2022, selling an estimated $47.6K and leaving 1,925 shares worth $255K. The position accounts for 0.02% of the portfolio, ranked #243.

Sargent Bickham Lagudis first reported a position in CRM in Q1 2016 and has held it in 28 quarters since. The position peaked at $429K in Q3 2021. 2,023 funds tracked by Wall St. Rank hold CRM as of Q4 2022.

  • Sargent Bickham Lagudis held 1,925 shares of Salesforce worth $255K as of Q4 2022.
  • Sargent Bickham Lagudis sold 326 Salesforce shares in Q4 2022, an estimated $47.6K.
  • Salesforce made up 0.02% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #243 holding.
  • Sargent Bickham Lagudis first reported a position in Salesforce in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's Salesforce position peaked at $429K in Q3 2021.
  • 2,023 funds tracked by Wall St. Rank held Salesforce as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.