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Bank of the West’s Salesforce CRM Stock Holding History

Bank of the West’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
Q4 		$3.94M Sell
29,734
-1,555
-5% -$227K 0.46% 66
2022
Q3 		$4.5M Buy
31,289
+332
+1% +$56.3K 0.59% 48
2022
Q2 		$5.11M Sell
30,957
-8,102
-21% -$1.43M 0.65% 43
2022
Q1 		$8.29M Sell
39,059
-863
-2% -$186K 0.86% 32
2021
Q4 		$10.1M Sell
39,922
-1,035
-3% -$291K 0.96% 27
2021
Q3 		$11.1M Buy
40,957
+189
+0.5% +$48K 1.16% 21
2021
Q2 		$9.96M Sell
40,768
-14,963
-27% -$3.45M 1.01% 24
2021
Q1 		$11.8M Sell
55,731
-3,808
-6% -$848K 1.33% 15
2020
Q4 		$13.3M Sell
59,539
-563
-0.9% -$137K 1.55% 13
2020
Q3 		$15.1M Sell
60,102
-17,696
-23% -$3.87M 2.03% 9
2020
Q2 		$14.6M Sell
77,798
-784
-1% -$132K 1.97% 9
2020
Q1 		$11.3M Sell
78,582
-6,365
-7% -$1.09M 1.76% 11
2019
Q4 		$13.8M Buy
84,947
+17,511
+26% +$2.75M 1.62% 14
2019
Q3 		$10M Buy
67,436
+3,903
+6% +$593K 1.21% 19
2019
Q2 		$9.64M Buy
63,533
+2,100
+3% +$329K 1.13% 21
2019
Q1 		$9.73M Sell
61,433
-729
-1% -$113K 1.14% 21
2018
Q4 		$8.51M Buy
62,162
+2,869
+5% +$395K 1.02% 21
2018
Q3 		$9.43M Buy
59,293
+252
+0.4% +$37.4K 1.1% 21
2018
Q2 		$8.05M Sell
59,041
-10,034
-15% -$1.28M 0.99% 25
2018
Q1 		$8.03M Sell
69,075
-2,051
-3% -$236K 1.01% 25
2017
Q4 		$7.27M Buy
71,126
+4,897
+7% +$499K 0.91% 29
2017
Q3 		$6.19M Sell
66,229
-1,077
-2% -$99.1K 0.78% 39
2017
Q2 		$5.83M Sell
67,306
-4,106
-6% -$358K 0.75% 40
2017
Q1 		$5.89M Buy
71,412
+3,297
+5% +$263K 0.74% 39
2016
Q4 		$4.66M Buy
68,115
+41,192
+153% +$2.99M 0.65% 50
2016
Q3 		$1.92M Buy
26,923
+8,417
+45% +$656K 0.27% 110
2016
Q2 		$1.47M Buy
+18,506
New +$1.45M 0.21% 125

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of the West's CRM Position: Q4 2022 in Review

Bank of the West reduced its Salesforce (CRM) stake by 5% in Q4 2022, selling an estimated $227K and leaving 29,734 shares worth $3.94M. The position accounts for 0.46% of the portfolio, ranked #66.

Bank of the West first reported a position in CRM in Q2 2016 and has held it in 27 quarters since. The position peaked at $15.1M in Q3 2020. 2,024 funds tracked by Wall St. Rank hold CRM as of Q4 2022.

  • Bank of the West held 29,734 shares of Salesforce worth $3.94M as of Q4 2022.
  • Bank of the West sold 1,555 Salesforce shares in Q4 2022, an estimated $227K.
  • Salesforce made up 0.46% of Bank of the West's portfolio in Q4 2022, its #66 holding.
  • Bank of the West first reported a position in Salesforce in Q2 2016 and has held it in 27 quarters since.
  • Bank of the West's Salesforce position peaked at $15.1M in Q3 2020.
  • 2,024 funds tracked by Wall St. Rank held Salesforce as of Q4 2022.

Based on Bank of the West's 13F filing for Q4 2022, filed 1 Feb 2023.