FirstPurpose Wealth’s Salesforce CRM Stock Holding History

FirstPurpose Wealth’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 Q1	$1.12M	Sell	3,746 -32	-0.8%	-$9.23K	0.41%	39
2023 Q4	$994K	Buy	3,778 +65	+2%	+$14.7K	0.38%	45
2023 Q3	$753K	Buy	3,713 +34	+0.9%	+$7.35K	0.33%	55
2023 Q2	$777K	Sell	3,679 -766	-17%	-$156K	0.33%	52
2023 Q1	$888K	Buy	4,445 +788	+22%	+$133K	0.44%	43
2022 Q4	$485K	Buy	3,657 +410	+13%	+$59.8K	0.27%	71
2022 Q3	$467K	Buy	3,247 +503	+18%	+$85.3K	0.31%	61
2022 Q2	$453K	Buy	2,744 +226	+9%	+$39.9K	0.3%	57
2022 Q1	$535K	Buy	2,518 +217	+9%	+$46.7K	0.42%	50
2021 Q4	$585K	Buy	+2,301	New	+$647K	0.37%	51

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

FirstPurpose Wealth's CRM Position: Q1 2024 in Review

FirstPurpose Wealth reduced its Salesforce (CRM) stake by 0.85% in Q1 2024, selling an estimated $9.23K and leaving 3,746 shares worth $1.12M. The position accounts for 0.41% of the portfolio, ranked #39.

FirstPurpose Wealth first reported a position in CRM in Q4 2021 and has held it in 10 quarters since. 2,763 funds tracked by Wall St. Rank hold CRM as of Q1 2024.

FirstPurpose Wealth held 3,746 shares of Salesforce worth $1.12M as of Q1 2024.
FirstPurpose Wealth sold 32 Salesforce shares in Q1 2024, an estimated $9.23K.
Salesforce made up 0.41% of FirstPurpose Wealth's portfolio in Q1 2024, its #39 holding.
FirstPurpose Wealth first reported a position in Salesforce in Q4 2021 and has held it in 10 quarters since.
2,763 funds tracked by Wall St. Rank held Salesforce as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.