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Credential Qtrade Securities’s Salesforce CRM Stock Holding History

Credential Qtrade Securities’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 		$932K Sell
3,095
-321
-9% -$92.6K 0.05% 150
2023
Q4 		$899K Sell
3,416
-164
-5% -$37.1K 0.05% 146
2023
Q3 		$726K Sell
3,580
-44
-1% -$9.51K 0.05% 159
2023
Q2 		$766K Sell
3,624
-65
-2% -$13.3K 0.05% 155
2023
Q1 		$737K Sell
3,689
-906
-20% -$153K 0.05% 152
2022
Q4 		$609K Sell
4,595
-1,357
-23% -$198K 0.04% 167
2022
Q3 		$856K Buy
5,952
+312
+6% +$52.9K 0.07% 125
2022
Q2 		$931K Buy
5,640
+3,412
+153% +$603K 0.07% 129
2022
Q1 		$473K Buy
2,228
+223
+11% +$48K 0.03% 190
2021
Q4 		$510K Sell
2,005
-176
-8% -$49.5K 0.03% 187
2021
Q3 		$592K Buy
2,181
+647
+42% +$164K 0.05% 163
2021
Q2 		$375K Buy
1,534
+173
+13% +$39.9K 0.03% 193
2021
Q1 		$288K Sell
1,361
-404
-23% -$89.9K 0.03% 201
2020
Q4 		$393K Sell
1,765
-1,135
-39% -$276K 0.04% 151
2020
Q3 		$729K Sell
2,900
-302
-9% -$66.1K 0.08% 114
2020
Q2 		$600K Buy
3,202
+1,434
+81% +$242K 0.08% 121
2020
Q1 		$255K Buy
1,768
+1,223
+224% +$210K 0.04% 142
2019
Q4 		$88.6K Buy
+545
New +$85.4K 0.01% 202

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

Credential Qtrade Securities's CRM Position: Q1 2024 in Review

Credential Qtrade Securities reduced its Salesforce (CRM) stake by 9.4% in Q1 2024, selling an estimated $92.6K and leaving 3,095 shares worth $932K. The position accounts for 0.05% of the portfolio, ranked #150.

Credential Qtrade Securities first reported a position in CRM in Q4 2019 and has held it in 18 quarters since. 2,763 funds tracked by Wall St. Rank hold CRM as of Q1 2024.

  • Credential Qtrade Securities held 3,095 shares of Salesforce worth $932K as of Q1 2024.
  • Credential Qtrade Securities sold 321 Salesforce shares in Q1 2024, an estimated $92.6K.
  • Salesforce made up 0.05% of Credential Qtrade Securities's portfolio in Q1 2024, its #150 holding.
  • Credential Qtrade Securities first reported a position in Salesforce in Q4 2019 and has held it in 18 quarters since.
  • 2,763 funds tracked by Wall St. Rank held Salesforce as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.