Cadence Bank’s Salesforce CRM Stock Holding History

Cadence 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
2025 Q4	$1.09M	Sell	4,099 -317	-7%	-$78.8K	0.06%	167
2025 Q3	$1.05M	Buy	4,416 +8	+0.2%	+$2.02K	0.06%	170
2025 Q2	$1.2M	Buy	4,408 +36	+0.8%	+$9.63K	0.08%	156
2025 Q1	$1.17M	Buy	+4,372	New	+$1.36M	0.08%	151
2024 Q2	–	Sell	-672	Closed	-$202K	–	300
2024 Q1	$202K	Buy	+672	New	+$194K	0.01%	328

Other funds holding CRM

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cadence Bank's CRM Position: Q4 2025 in Review

Cadence Bank reduced its Salesforce (CRM) stake by 7.2% in Q4 2025, selling an estimated $78.8K and leaving 4,099 shares worth $1.09M. The position accounts for 0.06% of the portfolio, ranked #167.

Cadence Bank first reported a position in CRM in Q1 2024 and has held it in 5 quarters since. The position peaked at $1.2M in Q2 2025. 2,944 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

Cadence Bank held 4,099 shares of Salesforce worth $1.09M as of Q4 2025.
Cadence Bank sold 317 Salesforce shares in Q4 2025, an estimated $78.8K.
Salesforce made up 0.06% of Cadence Bank's portfolio in Q4 2025, its #167 holding.
Cadence Bank first reported a position in Salesforce in Q1 2024 and has held it in 5 quarters since.
Cadence Bank's Salesforce position peaked at $1.2M in Q2 2025.
2,944 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Cadence Bank's 13F filing for Q4 2025, filed 30 Jan 2026.