Amarillo National Bank’s Salesforce CRM Stock Holding History

Amarillo National Bank’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 Q3	–	Sell	-4,694	Closed	-$774K	–	103
2022 Q2	$774K	Buy	4,694 +108	+2%	+$19.1K	0.17%	64
2022 Q1	$974K	Hold	4,586	–	–	0.19%	59
2021 Q4	$1.17M	Buy	4,586 +173	+4%	+$48.6K	0.23%	55
2021 Q3	$1.2M	Hold	4,413	–	–	0.25%	50
2021 Q2	$1.08M	Hold	4,413	–	–	0.31%	48
2021 Q1	$935K	Hold	4,413	–	–	0.24%	55
2020 Q4	$982K	Hold	4,413	–	–	0.27%	44
2020 Q3	$1.11M	Hold	4,413	–	–	0.42%	35
2020 Q2	$827K	Hold	4,413	–	–	0.34%	41
2020 Q1	$635K	Hold	4,413	–	–	0.26%	50
2019 Q4	$718K	Hold	4,413	–	–	0.25%	53
2019 Q3	$655K	Hold	4,413	–	–	0.25%	54
2019 Q2	$670K	Hold	4,413	–	–	0.27%	52
2019 Q1	$699K	Hold	4,413	–	–	0.28%	51
2018 Q4	$604K	Hold	4,413	–	–	0.34%	49
2018 Q3	$702K	Hold	4,413	–	–	0.33%	49
2018 Q2	$602K	Hold	4,413	–	–	0.31%	48
2018 Q1	$513K	Buy	4,413 +858	+24%	+$98.5K	0.27%	52
2017 Q4	$363K	Hold	3,555	–	–	0.12%	58
2017 Q3	$332K	Hold	3,555	–	–	0.11%	58
2017 Q2	$308K	Hold	3,555	–	–	0.11%	60
2017 Q1	$293K	Hold	3,555	–	–	0.1%	65
2016 Q4	$243K	Hold	3,555	–	–	0.09%	69
2016 Q3	$254K	Hold	3,555	–	–	0.11%	69
2016 Q2	$282K	Hold	3,555	–	–	0.13%	63
2016 Q1	$262K	Hold	3,555	–	–	0.19%	59
2015 Q4	$279K	Hold	3,555	–	–	0.2%	58
2015 Q3	$247K	Buy	+3,555	New	+$252K	0.12%	118

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Amarillo National Bank's CRM Position: Q3 2022 in Review

Amarillo National Bank sold out of Salesforce (CRM) in Q3 2022, closing a stake of 4,694 shares — an estimated $774K sold.

Amarillo National Bank first reported a position in CRM in Q3 2015 and held it in 28 quarters. The position peaked at $1.2M in Q3 2021. 2,055 funds tracked by Wall St. Rank hold CRM as of Q3 2022.

Amarillo National Bank reported no remaining Salesforce position as of Q3 2022 after selling out during the quarter.
Amarillo National Bank sold 4,694 Salesforce shares in Q3 2022, an estimated $774K.
Amarillo National Bank first reported a position in Salesforce in Q3 2015 and held it in 28 quarters.
Amarillo National Bank's Salesforce position peaked at $1.2M in Q3 2021.
2,055 funds tracked by Wall St. Rank held Salesforce as of Q3 2022.

Based on Amarillo National Bank's 13F filing for Q3 2022, filed 24 Oct 2022.