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Citizens Business Bank’s Salesforce CRM Stock Holding History

Citizens Business 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
Q1 		– Sell
-16,880
Closed -$6.92M – 104
2024
Q4 		$6.92M Buy
16,880
+6,408
+61% +$2.05M 1.29% 24
2024
Q3 		$2.87M Sell
10,472
-179
-2% -$45.9K 0.58% 58
2024
Q2 		$2.74M Sell
10,651
-315
-3% -$84.3K 0.58% 58
2024
Q1 		$3.3M Sell
10,966
-106
-1% -$30.6K 0.69% 46
2023
Q4 		$2.91M Sell
11,072
-572
-5% -$129K 0.64% 53
2023
Q3 		$2.36M Sell
11,644
-829
-7% -$179K 0.55% 59
2023
Q2 		$2.64M Sell
12,473
-674
-5% -$138K 0.59% 57
2023
Q1 		$2.63M Sell
13,147
-957
-7% -$162K 0.6% 59
2022
Q4 		$1.87M Sell
14,104
-639
-4% -$93.2K 0.43% 67
2022
Q3 		$2.12M Sell
14,743
-446
-3% -$75.6K 0.52% 60
2022
Q2 		$2.5M Sell
15,189
-254
-2% -$44.9K 0.36% 73
2022
Q1 		$3.28M Buy
15,443
+1,182
+8% +$254K 0.4% 68
2021
Q4 		$3.62M Sell
14,261
-187
-1% -$52.5K 0.44% 57
2021
Q3 		$3.92M Buy
14,448
+6,138
+74% +$1.56M 0.52% 48
2021
Q2 		$2.03M Sell
8,310
-579
-7% -$133K 0.27% 96
2021
Q1 		$1.88M Sell
8,889
-164
-2% -$36.5K 0.26% 99
2020
Q4 		$2.01M Sell
9,053
-295
-3% -$71.7K 0.3% 101
2020
Q3 		$2.35M Buy
9,348
+72
+0.8% +$15.8K 0.4% 73
2020
Q2 		$1.74M Sell
9,276
-335
-3% -$56.4K 0.31% 95
2020
Q1 		$1.38M Buy
+9,611
New +$1.65M 0.29% 93
2013
Q3 		– Sell
-13,875
Closed -$530K – 279
2013
Q2 		$530K Buy
+13,875
New +$573K 0.12% 176

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Citizens Business Bank's CRM Position: Q1 2025 in Review

Citizens Business Bank sold out of Salesforce (CRM) in Q1 2025, closing a stake of 16,880 shares — an estimated $6.92M sold.

Citizens Business Bank first reported a position in CRM in Q2 2013 and held it in 21 quarters. The position peaked at $6.92M in Q4 2024. 2,947 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • Citizens Business Bank reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
  • Citizens Business Bank sold 16,880 Salesforce shares in Q1 2025, an estimated $6.92M.
  • Citizens Business Bank first reported a position in Salesforce in Q2 2013 and held it in 21 quarters.
  • Citizens Business Bank's Salesforce position peaked at $6.92M in Q4 2024.
  • 2,947 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Citizens Business Bank's 13F filing for Q1 2025, filed 14 May 2025.