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FinTrust Capital Advisors’s Salesforce CRM Stock Holding History

FinTrust Capital Advisors’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
Q3 		$2.12M Sell
7,753
-105
-1% -$26.9K 0.36% 60
2024
Q2 		$2.02M Sell
7,858
-22
-0.3% -$5.89K 0.37% 58
2024
Q1 		$2.37M Sell
7,880
-36
-0.5% -$10.4K 0.46% 41
2023
Q4 		$2.08M Buy
7,916
+1,598
+25% +$362K 0.42% 47
2023
Q3 		$1.28M Sell
6,318
-94
-1% -$20.3K 0.28% 78
2023
Q2 		$850K Hold
6,412
– – 0.2% 121
2023
Q1 		$850K Hold
6,412
– – 0.21% 118
2022
Q4 		$850K Sell
6,412
-4,081
-39% -$595K 0.21% 118
2022
Q3 		$1.61M Buy
10,493
+380
+4% +$64.4K 0.42% 57
2022
Q2 		$1.84M Sell
10,113
-2,181
-18% -$385K 0.46% 51
2022
Q1 		$2.61M Buy
12,294
+46
+0.4% +$9.9K 0.6% 36
2021
Q4 		$3.11M Buy
12,248
+9,273
+312% +$2.61M 0.74% 28
2021
Q3 		$1.35M Buy
2,975
+1,950
+190% +$495K 0.36% 63
2021
Q2 		$250K Sell
1,025
-25
-2% -$5.76K 0.07% 248
2021
Q1 		$222K Sell
1,050
-175
-14% -$39K 0.06% 245
2020
Q4 		$273K Sell
1,225
-200
-14% -$48.6K 0.09% 195
2020
Q3 		$358 Sell
1,425
-313
-18% -$68.5K 0.07% 151
2020
Q2 		$326K Sell
1,738
-2,822
-62% -$475K 0.13% 144
2020
Q1 		$657K Sell
4,560
-312
-6% -$53.5K 0.32% 64
2019
Q4 		$792K Buy
4,872
+138
+3% +$21.6K 0.32% 64
2019
Q3 		$703K Buy
4,734
+273
+6% +$41.5K 0.24% 85
2019
Q2 		$677K Buy
4,461
+221
+5% +$34.6K 0.27% 74
2019
Q1 		$672K Buy
4,240
+350
+9% +$54.2K 0.28% 67
2018
Q4 		$533K Buy
+3,890
New +$535K 0.26% 81

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

FinTrust Capital Advisors's CRM Position: Q3 2024 in Review

FinTrust Capital Advisors reduced its Salesforce (CRM) stake by 1.3% in Q3 2024, selling an estimated $26.9K and leaving 7,753 shares worth $2.12M. The position accounts for 0.36% of the portfolio, ranked #60.

FinTrust Capital Advisors first reported a position in CRM in Q4 2018 and has held it in 24 quarters since. The position peaked at $3.11M in Q4 2021. 2,647 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

  • FinTrust Capital Advisors held 7,753 shares of Salesforce worth $2.12M as of Q3 2024.
  • FinTrust Capital Advisors sold 105 Salesforce shares in Q3 2024, an estimated $26.9K.
  • Salesforce made up 0.36% of FinTrust Capital Advisors's portfolio in Q3 2024, its #60 holding.
  • FinTrust Capital Advisors first reported a position in Salesforce in Q4 2018 and has held it in 24 quarters since.
  • FinTrust Capital Advisors's Salesforce position peaked at $3.11M in Q4 2021.
  • 2,647 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.