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First Trust Direct Indexing’s Salesforce CRM Stock Holding History

First Trust Direct Indexing’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
Q4 		– Sell
-26,944
Closed -$7.37M – 198
2024
Q3 		$7.37M Buy
26,944
+4,526
+20% +$1.16M 0.4% 35
2024
Q2 		$5.76M Buy
22,418
+1,714
+8% +$459K 0.36% 42
2024
Q1 		$6.24M Buy
20,704
+1,836
+10% +$530K 0.46% 34
2023
Q4 		$4.96M Buy
18,868
+296
+2% +$67K 0.44% 32
2023
Q3 		$3.77M Buy
18,572
+1,263
+7% +$273K 0.43% 34
2023
Q2 		$3.66M Buy
17,309
+641
+4% +$131K 0.41% 35
2023
Q1 		$3.33M Buy
16,668
+2,908
+21% +$491K 0.4% 39
2022
Q4 		$1.82M Sell
13,760
-1,469
-10% -$214K 0.24% 98
2022
Q3 		$2.19M Sell
15,229
-1,289
-8% -$219K 0.32% 55
2022
Q2 		$2.73M Buy
16,518
+817
+5% +$144K 0.38% 45
2022
Q1 		$3.33M Buy
15,701
+1,343
+9% +$289K 0.41% 41
2021
Q4 		$3.65M Buy
14,358
+435
+3% +$122K 0.47% 30
2021
Q3 		$3.78M Buy
13,923
+958
+7% +$243K 0.54% 28
2021
Q2 		$3.17M Buy
12,965
+3,373
+35% +$777K 0.47% 33
2021
Q1 		$2.03M Buy
9,592
+465
+5% +$104K 0.54% 28
2020
Q4 		$2.03M Buy
+9,127
New +$2.22M 0.55% 21

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

First Trust Direct Indexing's CRM Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Salesforce (CRM) in Q4 2024, closing a stake of 26,944 shares — an estimated $7.37M sold.

First Trust Direct Indexing first reported a position in CRM in Q4 2020 and held it in 16 quarters. The position peaked at $7.37M in Q3 2024. 3,101 funds tracked by Wall St. Rank hold CRM as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Salesforce position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 26,944 Salesforce shares in Q4 2024, an estimated $7.37M.
  • First Trust Direct Indexing first reported a position in Salesforce in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's Salesforce position peaked at $7.37M in Q3 2024.
  • 3,101 funds tracked by Wall St. Rank held Salesforce as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.