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Steward Partners Investment Solutions’s Salesforce CRM Stock Holding History

Steward Partners 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
Q1 		$1.1M Buy
3,667
+19
+0.5% +$5.48K 0.19% 99
2023
Q4 		$960K Buy
+3,648
New +$826K 0.4% 66

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Steward Partners Investment Solutions's CRM Position: Q1 2024 in Review

Steward Partners Investment Solutions increased its Salesforce (CRM) stake by 0.52% in Q1 2024, buying an estimated $5.48K and bringing the position to 3,667 shares worth $1.1M. The position accounts for 0.19% of the portfolio, ranked #99.

Steward Partners Investment Solutions first reported a position in CRM in Q4 2023 and has held it in 2 quarters since. 2,763 funds tracked by Wall St. Rank hold CRM as of Q1 2024.

  • Steward Partners Investment Solutions held 3,667 shares of Salesforce worth $1.1M as of Q1 2024.
  • Steward Partners Investment Solutions bought 19 Salesforce shares in Q1 2024, an estimated $5.48K.
  • Salesforce made up 0.19% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #99 holding.
  • Steward Partners Investment Solutions first reported a position in Salesforce in Q4 2023 and has held it in 2 quarters since.
  • 2,763 funds tracked by Wall St. Rank held Salesforce as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.