CBN
CRM icon

Cadence Bank NA’s Salesforce CRM Stock Holding History

Cadence Bank NA’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
Q2 		– Sell
-1,244
Closed -$264K – 207
2022
Q1 		$264K Sell
1,244
-33
-3% -$7.1K 0.07% 185
2021
Q4 		$324K Buy
1,277
+260
+26% +$73.1K 0.09% 164
2021
Q3 		$276K Buy
1,017
+30
+3% +$7.62K 0.08% 178
2021
Q2 		$241K Buy
987
+39
+4% +$8.99K 0.07% 193
2021
Q1 		$201K Sell
948
-373
-28% -$83K 0.06% 204
2020
Q4 		$294K Buy
+1,321
New +$321K 0.1% 158

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cadence Bank NA's CRM Position: Q2 2022 in Review

Cadence Bank NA sold out of Salesforce (CRM) in Q2 2022, closing a stake of 1,244 shares — an estimated $264K sold.

Cadence Bank NA first reported a position in CRM in Q4 2020 and held it in 6 quarters. The position peaked at $324K in Q4 2021. 2,137 funds tracked by Wall St. Rank hold CRM as of Q2 2022.

  • Cadence Bank NA reported no remaining Salesforce position as of Q2 2022 after selling out during the quarter.
  • Cadence Bank NA sold 1,244 Salesforce shares in Q2 2022, an estimated $264K.
  • Cadence Bank NA first reported a position in Salesforce in Q4 2020 and held it in 6 quarters.
  • Cadence Bank NA's Salesforce position peaked at $324K in Q4 2021.
  • 2,137 funds tracked by Wall St. Rank held Salesforce as of Q2 2022.

Based on Cadence Bank NA's 13F filing for Q2 2022, filed 20 Jul 2022.