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First Personal Financial Services’s Salesforce CRM Stock Holding History

First Personal Financial Services’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 		$34.2K Buy
125
+3
+2% +$768 0.01% 225
2024
Q2 		$31.4K Hold
122
– – 0.01% 212
2024
Q1 		$36.7K Sell
122
-108
-47% -$31.2K 0.01% 202
2023
Q4 		$60.5K Sell
230
-3
-1% -$679 0.01% 192
2023
Q3 		$47.2K Sell
233
-81
-26% -$17.5K 0.01% 203
2023
Q2 		$66.3K Hold
314
– – 0.02% 187
2023
Q1 		$62.7K Sell
314
-22
-7% -$3.72K 0.02% 186
2022
Q4 		$44.5K Hold
336
– – 0.01% 219
2022
Q3 		$48K Buy
336
+167
+99% +$28.3K 0.01% 197
2022
Q2 		$28K Hold
169
– – 0.01% 218
2022
Q1 		$36K Buy
169
+37
+28% +$7.96K 0.01% 217
2021
Q4 		$34K Hold
132
– – 0.01% 217
2021
Q3 		$36K Buy
132
+60
+83% +$15.2K 0.01% 213
2021
Q2 		$18K Hold
72
– – ﹤0.01% 259
2021
Q1 		$15K Sell
72
-74
-51% -$16.5K ﹤0.01% 259
2020
Q4 		$32K Buy
+146
New +$35.5K 0.01% 213
2020
Q1 		– Sell
-44
Closed -$7K – 347
2019
Q4 		$7K Sell
44
-719
-94% -$113K ﹤0.01% 293
2019
Q3 		$113K Sell
763
-166
-18% -$25.2K 0.04% 170
2019
Q2 		$141K Buy
929
+27
+3% +$4.23K 0.04% 186
2019
Q1 		$143K Buy
902
+190
+27% +$29.4K 0.04% 178
2018
Q4 		$98K Buy
712
+46
+7% +$6.33K 0.03% 199
2018
Q3 		$106K Buy
666
+227
+52% +$33.7K 0.03% 207
2018
Q2 		$60K Sell
439
-1,501
-77% -$191K 0.02% 249
2018
Q1 		$225K Sell
1,940
-713
-27% -$81.9K 0.05% 199
2017
Q4 		$271K Buy
2,653
+1,017
+62% +$104K 0.05% 207
2017
Q3 		$153K Hold
1,636
– – 0.03% 247
2017
Q2 		$142K Buy
1,636
+25
+2% +$2.18K 0.03% 257
2017
Q1 		$133K Buy
1,611
+112
+7% +$8.95K 0.03% 254
2016
Q4 		$103K Buy
1,499
+1,305
+673% +$94.7K 0.03% 274
2016
Q3 		$14K Sell
194
-108
-36% -$8.42K ﹤0.01% 499
2016
Q2 		$24K Buy
+302
New +$23.7K 0.01% 385

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

First Personal Financial Services's CRM Position: Q3 2024 in Review

First Personal Financial Services increased its Salesforce (CRM) stake by 2.5% in Q3 2024, buying an estimated $768 and bringing the position to 125 shares worth $34.2K. The position accounts for 0.01% of the portfolio, ranked #225.

First Personal Financial Services first reported a position in CRM in Q2 2016 and has held it in 31 quarters since. The position peaked at $271K in Q4 2017. 2,647 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

  • First Personal Financial Services held 125 shares of Salesforce worth $34.2K as of Q3 2024.
  • First Personal Financial Services bought 3 Salesforce shares in Q3 2024, an estimated $768.
  • Salesforce made up 0.01% of First Personal Financial Services's portfolio in Q3 2024, its #225 holding.
  • First Personal Financial Services first reported a position in Salesforce in Q2 2016 and has held it in 31 quarters since.
  • First Personal Financial Services's Salesforce position peaked at $271K in Q4 2017.
  • 2,647 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.