CoreFirst Bank & Trust’s Salesforce CRM Stock Holding History

CoreFirst Bank & 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	–	Sell	-500	Closed	-$101K	–	375
2023 Q3	$101K	Hold	500	–	–	0.07%	168
2023 Q2	$106K	Sell	500 -156	-24%	-$31.8K	0.07%	166
2023 Q1	$131K	Sell	656 -300	-31%	-$50.7K	0.1%	152
2022 Q4	$127K	Sell	956 -664	-41%	-$96.9K	0.1%	165
2022 Q3	$233K	Buy	1,620 +51	+3%	+$8.65K	0.2%	110
2022 Q2	$259K	Hold	1,569	–	–	0.2%	107
2022 Q1	$333K	Hold	1,569	–	–	0.23%	98
2021 Q4	$399K	Hold	1,569	–	–	0.26%	89
2021 Q3	$426K	Hold	1,569	–	–	0.3%	83
2021 Q2	$383K	Hold	1,569	–	–	0.26%	89
2021 Q1	$332K	Hold	1,569	–	–	0.23%	97
2020 Q4	$349K	Buy	+1,569	New	+$382K	0.26%	84

Other funds holding CRM

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CoreFirst Bank & Trust's CRM Position: Q4 2023 in Review

CoreFirst Bank & Trust sold out of Salesforce (CRM) in Q4 2023, closing a stake of 500 shares — an estimated $101K sold.

CoreFirst Bank & Trust first reported a position in CRM in Q4 2020 and held it in 12 quarters. The position peaked at $426K in Q3 2021. 2,593 funds tracked by Wall St. Rank hold CRM as of Q4 2023.

CoreFirst Bank & Trust reported no remaining Salesforce position as of Q4 2023 after selling out during the quarter.
CoreFirst Bank & Trust sold 500 Salesforce shares in Q4 2023, an estimated $101K.
CoreFirst Bank & Trust first reported a position in Salesforce in Q4 2020 and held it in 12 quarters.
CoreFirst Bank & Trust's Salesforce position peaked at $426K in Q3 2021.
2,593 funds tracked by Wall St. Rank held Salesforce as of Q4 2023.

Based on CoreFirst Bank & Trust's 13F filing for Q4 2023, filed 18 Mar 2024.