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City National Bank of Florida’s Salesforce CRM Stock Holding History

City National Bank of Florida’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
Q2 		– Sell
-1,237
Closed -$332K – 136
2025
Q1 		$332K Buy
+1,237
New +$385K 0.3% 74

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

City National Bank of Florida's CRM Position: Q2 2025 in Review

City National Bank of Florida sold out of Salesforce (CRM) in Q2 2025, closing a stake of 1,237 shares — an estimated $332K sold.

City National Bank of Florida first reported a position in CRM in Q1 2025 and held it in 1 quarter. The position peaked at $332K in Q1 2025. 2,956 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • City National Bank of Florida reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
  • City National Bank of Florida sold 1,237 Salesforce shares in Q2 2025, an estimated $332K.
  • City National Bank of Florida first reported a position in Salesforce in Q1 2025 and held it in 1 quarter.
  • City National Bank of Florida's Salesforce position peaked at $332K in Q1 2025.
  • 2,956 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on City National Bank of Florida's 13F filing for Q2 2025, filed 14 Aug 2025.