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IndexIQ Advisors’s Salesforce CRM Stock Holding History

IndexIQ Advisors’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
2022
Q1 		$6.7M Buy
31,566
+1,902
+6% +$409K 0.24% 86
2021
Q4 		$7.54M Buy
29,664
+37
+0.1% +$10.4K 0.25% 72
2021
Q3 		$8.04M Buy
29,627
+1,303
+5% +$331K 0.27% 69
2021
Q2 		$6.92M Buy
28,324
+774
+3% +$178K 0.23% 72
2021
Q1 		$5.84M Buy
27,550
+15,501
+129% +$3.45M 0.21% 76
2020
Q4 		$2.68M Buy
12,049
+5,577
+86% +$1.36M 0.1% 155
2020
Q3 		$1.63M Buy
6,472
+3,917
+153% +$857K 0.07% 190
2020
Q2 		$479K Buy
2,555
+2,259
+763% +$381K 0.02% 251
2020
Q1 		$43K Buy
296
+5
+2% +$857 ﹤0.01% 760
2019
Q4 		$47K Buy
+291
New +$45.6K ﹤0.01% 552

Other funds holding CRM

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

IndexIQ Advisors's CRM Position: Q1 2022 in Review

IndexIQ Advisors increased its Salesforce (CRM) stake by 6.4% in Q1 2022, buying an estimated $409K and bringing the position to 31,566 shares worth $6.7M. The position accounts for 0.24% of the portfolio, ranked #86.

IndexIQ Advisors first reported a position in CRM in Q4 2019 and has held it in 10 quarters since. The position peaked at $8.04M in Q3 2021. 2,277 funds tracked by Wall St. Rank hold CRM as of Q1 2022.

  • IndexIQ Advisors held 31,566 shares of Salesforce worth $6.7M as of Q1 2022.
  • IndexIQ Advisors bought 1,902 Salesforce shares in Q1 2022, an estimated $409K.
  • Salesforce made up 0.24% of IndexIQ Advisors's portfolio in Q1 2022, its #86 holding.
  • IndexIQ Advisors first reported a position in Salesforce in Q4 2019 and has held it in 10 quarters since.
  • IndexIQ Advisors's Salesforce position peaked at $8.04M in Q3 2021.
  • 2,277 funds tracked by Wall St. Rank held Salesforce as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.