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Bell Bank’s Salesforce CRM Stock Holding History

Bell 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
2026
Q2 		$360K Sell
2,295
-2,210
-49% -$389K 0.01% 149
2026
Q1 		$841K Sell
4,505
-926
-17% -$192K 0.04% 102
2025
Q4 		$1.44M Sell
5,431
-332
-6% -$82.5K 0.06% 87
2025
Q3 		$1.37M Buy
5,763
+126
+2% +$31.8K 0.06% 91
2025
Q2 		$1.54M Sell
5,637
-2,303
-29% -$616K 0.07% 82
2025
Q1 		$2.13M Sell
7,940
-657
-8% -$204K 0.12% 67
2024
Q4 		$2.87M Sell
8,597
-64
-0.7% -$20.4K 0.21% 58
2024
Q3 		$2.37M Buy
8,661
+173
+2% +$44.3K 0.28% 57
2024
Q2 		$2.18M Buy
8,488
+788
+10% +$211K 0.18% 55
2024
Q1 		$2.32M Sell
7,700
-464
-6% -$134K 0.2% 55
2023
Q4 		$2.15M Sell
8,164
-481
-6% -$109K 0.21% 58
2023
Q3 		$1.75M Sell
8,645
-82
-0.9% -$17.7K 0.19% 67
2023
Q2 		$1.84M Sell
8,727
-367
-4% -$74.9K 0.2% 66
2023
Q1 		$1.82M Sell
9,094
-443
-5% -$74.8K 0.19% 65
2022
Q4 		$1.26M Sell
9,537
-478
-5% -$69.8K 0.15% 84
2022
Q3 		$1.44M Sell
10,015
-556
-5% -$94.3K 0.18% 71
2022
Q2 		$1.75M Buy
10,571
+1,466
+16% +$259K 0.21% 68
2022
Q1 		$1.93M Buy
9,105
+556
+7% +$120K 0.22% 67
2021
Q4 		$2.17M Buy
8,549
+513
+6% +$144K 0.25% 59
2021
Q3 		$2.18M Buy
8,036
+355
+5% +$90.2K 0.27% 57
2021
Q2 		$1.88M Buy
7,681
+84
+1% +$19.4K 0.25% 55
2021
Q1 		$1.61M Buy
7,597
+115
+2% +$25.6K 0.23% 58
2020
Q4 		$1.67M Buy
7,482
+127
+2% +$30.9K 0.26% 54
2020
Q3 		$1.85M Buy
7,355
+236
+3% +$51.7K 0.32% 50
2020
Q2 		$1.33M Sell
7,119
-83
-1% -$14K 0.25% 56
2020
Q1 		$1.04M Buy
7,202
+38
+0.5% +$6.51K 0.23% 55
2019
Q4 		$1.17M Buy
7,164
+82
+1% +$12.9K 0.21% 57
2019
Q3 		$1.05M Sell
7,082
-82
-1% -$12.5K 0.2% 62
2019
Q2 		$1.09M Sell
7,164
-118
-2% -$18.5K 0.24% 58
2019
Q1 		$1.15M Sell
7,282
-186
-2% -$28.8K 0.31% 51
2018
Q4 		$1.02M Sell
7,468
-54
-0.7% -$7.43K 0.31% 50
2018
Q3 		$1.2M Buy
7,522
+577
+8% +$85.6K 0.37% 49
2018
Q2 		$947K Buy
6,945
+2,017
+41% +$257K 0.29% 60
2018
Q1 		$573K Buy
4,928
+354
+8% +$40.7K 0.18% 75
2017
Q4 		$468K Sell
4,574
-44
-1% -$4.48K 0.13% 83
2017
Q3 		$431K Sell
4,618
-136
-3% -$12.5K 0.13% 83
2017
Q2 		$412K Sell
4,754
-76
-2% -$6.62K 0.15% 88
2017
Q1 		$398K Buy
4,830
+295
+7% +$23.6K 0.15% 84
2016
Q4 		$310K Buy
+4,535
New +$329K 0.12% 96
2016
Q3 		– Sell
-2,530
Closed -$201K – 120
2016
Q2 		$201K Buy
+2,530
New +$199K 0.12% 124

Other funds holding CRM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Bell Bank's CRM Position: Q2 2026 in Review

Bell Bank reduced its Salesforce (CRM) stake by 49% in Q2 2026, selling an estimated $389K and leaving 2,295 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #149.

Bell Bank first reported a position in CRM in Q2 2016 and has held it in 40 quarters since. The position peaked at $2.87M in Q4 2024. 458 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Bell Bank held 2,295 shares of Salesforce worth $360K as of Q2 2026.
  • Bell Bank sold 2,210 Salesforce shares in Q2 2026, an estimated $389K.
  • Salesforce made up 0.01% of Bell Bank's portfolio in Q2 2026, its #149 holding.
  • Bell Bank first reported a position in Salesforce in Q2 2016 and has held it in 40 quarters since.
  • Bell Bank's Salesforce position peaked at $2.87M in Q4 2024.
  • 458 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Bell Bank's 13F filing for Q2 2026, filed 16 Jul 2026.