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Wintrust Investments’s Salesforce CRM Stock Holding History

Wintrust Investments’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 		$340K Sell
1,018
-111
-10% -$35.4K 0.3% 55
2024
Q3 		$309K Sell
1,129
-10,056
-90% -$2.58M 0.23% 75
2024
Q2 		$2.88M Buy
11,185
+1,112
+11% +$298K 0.23% 79
2024
Q1 		$3.03M Buy
10,073
+809
+9% +$233K 0.27% 76
2023
Q4 		$2.44M Sell
9,264
-124
-1% -$28.1K 0.24% 86
2023
Q3 		$1.9M Buy
9,388
+1,965
+26% +$425K 0.2% 104
2023
Q2 		$1.57M Buy
+7,423
New +$1.52M 0.16% 127
2023
Q1 		– Sell
-7,815
Closed -$1.04M – 342
2022
Q4 		$1.04M Buy
7,815
+256
+3% +$37.4K 0.14% 135
2022
Q3 		$1.24M Sell
7,559
-394
-5% -$66.8K 0.16% 123
2022
Q2 		$1.45M Sell
7,953
-1,935
-20% -$342K 0.17% 110
2022
Q1 		$2.13M Sell
9,888
-1,975
-17% -$425K 0.2% 87
2021
Q4 		$2.9M Sell
11,863
-1,000
-8% -$281K 0.28% 62
2021
Q3 		$3.21M Sell
12,863
-870
-6% -$221K 0.43% 39
2021
Q2 		$3.29M Sell
13,733
-2,949
-18% -$680K 0.34% 55
2021
Q1 		$3.78M Buy
16,682
+3,982
+31% +$886K 0.39% 48
2020
Q4 		$3.13M Buy
12,700
+8,079
+175% +$1.96M 0.89% 27
2020
Q3 		$1.16M Sell
4,621
-603
-12% -$132K 0.16% 118
2020
Q2 		$965K Sell
5,224
-2,344
-31% -$395K 0.13% 125
2020
Q1 		$1.13M Buy
7,568
+3,993
+112% +$685K 0.19% 99
2019
Q4 		$581K Buy
3,575
+257
+8% +$40.3K 0.08% 187
2019
Q3 		$493K Buy
3,318
+153
+5% +$23.3K 0.07% 203
2019
Q2 		$480K Buy
3,165
+1,472
+87% +$231K 0.07% 206
2019
Q1 		$268K Buy
+1,693
New +$262K 0.04% 287
2018
Q4 		– Sell
-1,285
Closed -$204K – 335
2018
Q3 		$204K Buy
+1,285
New +$191K 0.03% 347

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

Wintrust Investments's CRM Position: Q4 2024 in Review

Wintrust Investments reduced its Salesforce (CRM) stake by 9.8% in Q4 2024, selling an estimated $35.4K and leaving 1,018 shares worth $340K. The position accounts for 0.3% of the portfolio, ranked #55.

Wintrust Investments first reported a position in CRM in Q3 2018 and has held it in 24 quarters since. The position peaked at $3.78M in Q1 2021. 3,102 funds tracked by Wall St. Rank hold CRM as of Q4 2024.

  • Wintrust Investments held 1,018 shares of Salesforce worth $340K as of Q4 2024.
  • Wintrust Investments sold 111 Salesforce shares in Q4 2024, an estimated $35.4K.
  • Salesforce made up 0.3% of Wintrust Investments's portfolio in Q4 2024, its #55 holding.
  • Wintrust Investments first reported a position in Salesforce in Q3 2018 and has held it in 24 quarters since.
  • Wintrust Investments's Salesforce position peaked at $3.78M in Q1 2021.
  • 3,102 funds tracked by Wall St. Rank held Salesforce as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.