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First Mercantile Trust’s Salesforce CRM Stock Holding History

First Mercantile Trust’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
2020
Q1 		– Sell
-1,332
Closed -$217K – 857
2019
Q4 		$217K Buy
1,332
+650
+95% +$102K 0.03% 431
2019
Q3 		$101K Sell
682
-463
-40% -$70.4K 0.01% 687
2019
Q2 		$174K Sell
1,145
-530
-32% -$83.1K 0.02% 488
2019
Q1 		$265K Sell
1,675
-361
-18% -$56K 0.06% 360
2018
Q4 		$279K Sell
2,036
-478
-19% -$65.8K 0.07% 332
2018
Q3 		$400K Buy
2,514
+152
+6% +$22.6K 0.08% 301
2018
Q2 		$322K Buy
2,362
+906
+62% +$116K 0.06% 360
2018
Q1 		$169K Buy
1,456
+254
+21% +$29.2K 0.04% 550
2017
Q4 		$123K Buy
+1,202
New +$122K 0.02% 670
2017
Q1 		– Sell
-7,000
Closed -$479K – 831
2016
Q4 		$479K Sell
7,000
-8,244
-54% -$598K 0.07% 357
2016
Q3 		$1.09M Sell
15,244
-2,127
-12% -$166K 0.15% 189
2016
Q2 		$1.38M Sell
17,371
-611
-3% -$48K 0.17% 139
2016
Q1 		$1.33M Sell
17,982
-2,791
-13% -$192K 0.16% 147
2015
Q4 		$1.63M Buy
20,773
+393
+2% +$30.7K 0.17% 139
2015
Q3 		$1.42M Buy
20,380
+4,874
+31% +$346K 0.14% 169
2015
Q2 		$1.08M Buy
15,506
+7,002
+82% +$499K 0.09% 295
2015
Q1 		$568K Buy
8,504
+7,700
+958% +$478K 0.05% 458
2014
Q4 		$48K Sell
804
-170
-17% -$10K ﹤0.01% 949
2014
Q3 		$56K Hold
974
– – ﹤0.01% 977
2014
Q2 		$57K Sell
974
-6,450
-87% -$348K ﹤0.01% 927
2014
Q1 		$424K Sell
7,424
-688
-8% -$41.1K 0.03% 642
2013
Q4 		$448K Buy
8,112
+2,769
+52% +$148K 0.04% 588
2013
Q3 		$277K Sell
5,343
-3,757
-41% -$171K 0.02% 693
2013
Q2 		$347K Buy
+9,100
New +$376K 0.03% 623

Other funds holding CRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Mercantile Trust's CRM Position: Q1 2020 in Review

First Mercantile Trust sold out of Salesforce (CRM) in Q1 2020, closing a stake of 1,332 shares — an estimated $217K sold.

First Mercantile Trust first reported a position in CRM in Q2 2013 and held it in 24 quarters. The position peaked at $1.63M in Q4 2015. 1,621 funds tracked by Wall St. Rank hold CRM as of Q1 2020.

  • First Mercantile Trust reported no remaining Salesforce position as of Q1 2020 after selling out during the quarter.
  • First Mercantile Trust sold 1,332 Salesforce shares in Q1 2020, an estimated $217K.
  • First Mercantile Trust first reported a position in Salesforce in Q2 2013 and held it in 24 quarters.
  • First Mercantile Trust's Salesforce position peaked at $1.63M in Q4 2015.
  • 1,621 funds tracked by Wall St. Rank held Salesforce as of Q1 2020.

Based on First Mercantile Trust's 13F filing for Q1 2020, filed 12 May 2020.