Bank OZK’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $655K | Sell |
3,510
-330
| -9% | -$68.4K | 0.23% | 92 |
|
|
2025
Q4 | $1.02M | Sell |
3,840
-13
| -0.3% | -$3.23K | 0.36% | 78 |
|
|
2025
Q3 | $913K | Sell |
3,853
-167
| -4% | -$42.1K | 0.32% | 80 |
|
|
2025
Q2 | $1.1M | Sell |
4,020
-268
| -6% | -$71.6K | 0.42% | 75 |
|
|
2025
Q1 | $1.15M | Sell |
4,288
-87
| -2% | -$27.1K | 0.48% | 74 |
|
|
2024
Q4 | $1.46M | Sell |
4,375
-191
| -4% | -$61K | 0.61% | 60 |
|
|
2024
Q3 | $1.25M | Sell |
4,566
-145
| -3% | -$37.1K | 0.52% | 70 |
|
|
2024
Q2 | $1.21M | Buy |
4,711
+266
| +6% | +$71.2K | 0.52% | 65 |
|
|
2024
Q1 | $1.34M | Sell |
4,445
-114
| -3% | -$32.9K | 0.6% | 64 |
|
|
2023
Q4 | $1.2M | Sell |
4,559
-309
| -6% | -$69.9K | 0.59% | 63 |
|
|
2023
Q3 | $987K | Sell |
4,868
-3,513
| -42% | -$759K | 0.54% | 67 |
|
|
2023
Q2 | $1.77M | Sell |
8,381
-2,364
| -22% | -$483K | 0.84% | 37 |
|
|
2023
Q1 | $2.15M | Sell |
10,745
-615
| -5% | -$104K | 1.06% | 32 |
|
|
2022
Q4 | $1.51M | Sell |
11,360
-305
| -3% | -$44.5K | 0.75% | 48 |
|
|
2022
Q3 | $1.68M | Buy |
11,665
+139
| +1% | +$23.6K | 0.91% | 41 |
|
|
2022
Q2 | $1.9M | Buy |
11,526
+1,264
| +12% | +$223K | 0.96% | 42 |
|
|
2022
Q1 | $2.18M | Buy |
10,262
+1,349
| +15% | +$290K | 0.93% | 40 |
|
|
2021
Q4 | $2.27M | Sell |
8,913
-59
| -0.7% | -$16.6K | 0.92% | 39 |
|
|
2021
Q3 | $2.43M | Buy |
8,972
+64
| +0.7% | +$16.3K | 1.1% | 34 |
|
|
2021
Q2 | $2.18M | Buy |
8,908
+199
| +2% | +$45.9K | 0.96% | 38 |
|
|
2021
Q1 | $1.84M | Buy |
8,709
+190
| +2% | +$42.3K | 0.85% | 44 |
|
|
2020
Q4 | $1.9M | Sell |
8,519
-143
| -2% | -$34.8K | 0.93% | 40 |
|
|
2020
Q3 | $2.18M | Sell |
8,662
-287
| -3% | -$62.8K | 1.16% | 32 |
|
|
2020
Q2 | $1.68M | Buy |
8,949
+558
| +7% | +$94K | 0.95% | 38 |
|
|
2020
Q1 | $1.21M | Buy |
8,391
+251
| +3% | +$43K | 0.66% | 49 |
|
|
2019
Q4 | $1.32M | Buy |
8,140
+362
| +5% | +$56.7K | 0.52% | 54 |
|
|
2019
Q3 | $1.16M | Sell |
7,778
-88
| -1% | -$13.4K | 0.51% | 54 |
|
|
2019
Q2 | $1.19M | Buy |
7,866
+530
| +7% | +$83.1K | 0.52% | 52 |
|
|
2019
Q1 | $1.16M | Sell |
7,336
-3,925
| -35% | -$608K | 0.51% | 52 |
|
|
2018
Q4 | $1.54M | Sell |
11,261
-1,368
| -11% | -$188K | 0.78% | 35 |
|
|
2018
Q3 | $2.01M | Sell |
12,629
-150
| -1% | -$22.3K | 0.8% | 27 |
|
|
2018
Q2 | $1.74M | Buy |
12,779
+882
| +7% | +$113K | 0.69% | 32 |
|
|
2018
Q1 | $1.38M | Sell |
11,897
-736
| -6% | -$84.5K | 0.55% | 47 |
|
|
2017
Q4 | $1.29M | Buy |
12,633
+903
| +8% | +$92K | 0.49% | 47 |
|
|
2017
Q3 | $1.1M | Buy |
11,730
+1,880
| +19% | +$173K | 0.45% | 47 |
|
|
2017
Q2 | $853K | Buy |
9,850
+360
| +4% | +$31.4K | 0.3% | 61 |
|
|
2017
Q1 | $783K | Buy |
+9,490
| New | +$758K | 0.25% | 66 |
|
Other funds holding CRM
VCM
VPM
Bank OZK's CRM Position: Q1 2026 in Review
Bank OZK reduced its Salesforce (CRM) stake by 8.6% in Q1 2026, selling an estimated $68.4K and leaving 3,510 shares worth $655K. The position accounts for 0.23% of the portfolio, ranked #92.
Bank OZK first reported a position in CRM in Q1 2017 and has held it in 37 quarters since. The position peaked at $2.43M in Q3 2021. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Bank OZK held 3,510 shares of Salesforce worth $655K as of Q1 2026.
- Bank OZK sold 330 Salesforce shares in Q1 2026, an estimated $68.4K.
- Salesforce made up 0.23% of Bank OZK's portfolio in Q1 2026, its #92 holding.
- Bank OZK first reported a position in Salesforce in Q1 2017 and has held it in 37 quarters since.
- Bank OZK's Salesforce position peaked at $2.43M in Q3 2021.
- 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Bank OZK's 13F filing for Q1 2026, filed 13 May 2026.