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Country Club Bank’s Salesforce CRM Stock Holding History

Country Club 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
Q3 		$5.06M Buy
20,632
+15,919
+338% +$4.01M 0.3% 86
2025
Q2 		$1.29M Buy
4,713
+65
+1% +$17.4K 0.08% 189
2025
Q1 		$1.25M Buy
4,648
+33
+0.7% +$10.3K 0.08% 184
2024
Q4 		$1.55M Sell
4,615
-163
-3% -$52K 0.1% 167
2024
Q3 		$1.32M Sell
4,778
-264
-5% -$67.6K 0.09% 176
2024
Q2 		$1.27M Buy
5,042
+100
+2% +$26.8K 0.09% 175
2024
Q1 		$1.49M Sell
4,942
-105
-2% -$30.3K 0.11% 156
2023
Q4 		$1.34M Sell
5,047
-399
-7% -$90.3K 0.1% 163
2023
Q3 		$1.11M Sell
5,446
-332
-6% -$71.7K 0.09% 172
2023
Q2 		$1.22M Buy
5,778
+50
+0.9% +$10.2K 0.1% 164
2023
Q1 		$1.13M Buy
5,728
+232
+4% +$39.2K 0.09% 168
2022
Q4 		$729K Sell
5,496
-5,034
-48% -$735K 0.06% 199
2022
Q3 		$1.55M Sell
10,530
-35
-0.3% -$5.93K 0.15% 132
2022
Q2 		$1.8M Buy
10,565
+3,722
+54% +$658K 0.17% 127
2022
Q1 		$1.47M Buy
+6,843
New +$1.47M 0.13% 133

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Country Club Bank's CRM Position: Q3 2025 in Review

Country Club Bank increased its Salesforce (CRM) stake by 338% in Q3 2025, buying an estimated $4.01M and bringing the position to 20,632 shares worth $5.06M. The position accounts for 0.3% of the portfolio, ranked #86.

Country Club Bank first reported a position in CRM in Q1 2022 and has held it in 15 quarters since. 2,808 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Country Club Bank held 20,632 shares of Salesforce worth $5.06M as of Q3 2025.
  • Country Club Bank bought 15,919 Salesforce shares in Q3 2025, an estimated $4.01M.
  • Salesforce made up 0.3% of Country Club Bank's portfolio in Q3 2025, its #86 holding.
  • Country Club Bank first reported a position in Salesforce in Q1 2022 and has held it in 15 quarters since.
  • 2,808 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Country Club Bank's 13F filing for Q3 2025, filed 8 Oct 2025.