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Columbia Trust’s Salesforce CRM Stock Holding History

Columbia Trust’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
2023
Q4 		$2.13M Buy
8,076
+1,245
+18% +$282K 0.96% 29
2023
Q3 		$1.39M Buy
6,831
+375
+6% +$81K 0.8% 37
2023
Q2 		$1.36M Sell
6,456
-288
-4% -$58.8K 0.77% 39
2023
Q1 		$1.35M Buy
6,744
+633
+10% +$107K 0.78% 38
2022
Q4 		$810K Sell
6,111
-650
-10% -$94.8K 0.45% 66
2022
Q3 		$973K Buy
6,761
+328
+5% +$55.6K 0.55% 53
2022
Q2 		$1.06M Buy
6,433
+60
+0.9% +$10.6K 0.57% 50
2022
Q1 		$1.21M Buy
6,373
+425
+7% +$91.5K 0.56% 54
2021
Q4 		$1.61M Hold
5,948
– – 0.85% 30
2021
Q3 		$1.61M Buy
5,948
+175
+3% +$44.4K 0.85% 30
2021
Q2 		$1.41M Buy
5,773
+396
+7% +$91.3K 0.8% 36
2021
Q1 		$1.14M Buy
5,377
+216
+4% +$48.1K 0.71% 41
2020
Q4 		$1.15M Buy
+5,161
New +$1.26M 0.8% 38
2020
Q2 		$1.03M Buy
5,519
+662
+14% +$112K 0.92% 34
2020
Q1 		$698K Buy
4,857
+129
+3% +$22.1K 0.76% 41
2019
Q4 		$768K Buy
+4,728
New +$741K 0.68% 50

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
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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Columbia Trust's CRM Position: Q4 2023 in Review

Columbia Trust increased its Salesforce (CRM) stake by 18% in Q4 2023, buying an estimated $282K and bringing the position to 8,076 shares worth $2.13M. The position accounts for 0.96% of the portfolio, ranked #29.

Columbia Trust first reported a position in CRM in Q4 2019 and has held it in 16 quarters since. 2,592 funds tracked by Wall St. Rank hold CRM as of Q4 2023.

  • Columbia Trust held 8,076 shares of Salesforce worth $2.13M as of Q4 2023.
  • Columbia Trust bought 1,245 Salesforce shares in Q4 2023, an estimated $282K.
  • Salesforce made up 0.96% of Columbia Trust's portfolio in Q4 2023, its #29 holding.
  • Columbia Trust first reported a position in Salesforce in Q4 2019 and has held it in 16 quarters since.
  • 2,592 funds tracked by Wall St. Rank held Salesforce as of Q4 2023.

Based on Columbia Trust's 13F filing for Q4 2023, filed 17 Jan 2024.