CASC
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Coppell Advisory Solutions Corp’s Salesforce CRM Stock Holding History

Coppell Advisory Solutions Corp’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
2024
Q1 		$968K Buy
+3,215
New +$928K 0.18% 112
2023
Q1 		$665K Buy
3,382
+3,202
+1,779% +$541K 0.22% 110
2022
Q4 		$23.9K Buy
+180
New +$26.3K 0.01% 474

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Coppell Advisory Solutions Corp's CRM Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in Salesforce (CRM) in Q1 2024: 3,215 shares worth $968K. The stake represents 0.18% of the portfolio and ranks #112 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in CRM as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in CRM in Q4 2022 and has held it in 3 quarters since. 2,762 funds tracked by Wall St. Rank hold CRM as of Q1 2024.

  • Coppell Advisory Solutions Corp held 3,215 shares of Salesforce worth $968K as of Q1 2024.
  • Salesforce was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • Salesforce made up 0.18% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #112 holding.
  • Coppell Advisory Solutions Corp first reported a position in Salesforce in Q4 2022 and has held it in 3 quarters since.
  • 2,762 funds tracked by Wall St. Rank held Salesforce as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.