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First Trust Investment Solutions’s Salesforce CRM Stock Holding History

First Trust Investment Solutions’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 		$8.09M Buy
29,557
+26,606
+902% +$6.81M 0.91% 26
2024
Q2 		$759K Buy
2,951
+1,333
+82% +$357K 0.11% 147
2024
Q1 		$487K Buy
1,618
+249
+18% +$71.8K 0.09% 148
2023
Q4 		$360K Buy
+1,369
New +$310K 0.07% 157

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 Trust Investment Solutions's CRM Position: Q3 2024 in Review

First Trust Investment Solutions increased its Salesforce (CRM) stake by 902% in Q3 2024, buying an estimated $6.81M and bringing the position to 29,557 shares worth $8.09M. The position accounts for 0.91% of the portfolio, ranked #26.

First Trust Investment Solutions first reported a position in CRM in Q4 2023 and has held it in 4 quarters since. 2,647 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

  • First Trust Investment Solutions held 29,557 shares of Salesforce worth $8.09M as of Q3 2024.
  • First Trust Investment Solutions bought 26,606 Salesforce shares in Q3 2024, an estimated $6.81M.
  • Salesforce made up 0.91% of First Trust Investment Solutions's portfolio in Q3 2024, its #26 holding.
  • First Trust Investment Solutions first reported a position in Salesforce in Q4 2023 and has held it in 4 quarters since.
  • 2,647 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.