FBT
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First Bank & Trust’s Salesforce CRM Stock Holding History

First 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
2022
Q3 		– Sell
-102
Closed -$17K – 239
2022
Q2 		$17K Sell
102
-39
-28% -$6.89K 0.01% 319
2022
Q1 		$30K Hold
141
– – 0.01% 301
2021
Q4 		$36K Buy
141
+11
+8% +$3.09K 0.02% 290
2021
Q3 		$35K Hold
130
– – 0.02% 289
2021
Q2 		$32K Sell
130
-259
-67% -$59.7K 0.02% 288
2021
Q1 		$82K Sell
389
-2,586
-87% -$576K 0.04% 239
2020
Q4 		$662K Sell
2,975
-1,478
-33% -$359K 0.42% 67
2020
Q3 		$1.12M Sell
4,453
-11
-0.2% -$2.41K 0.74% 46
2020
Q2 		$836K Sell
4,464
-145
-3% -$24.4K 0.63% 55
2020
Q1 		$664K Sell
4,609
-148
-3% -$25.4K 0.6% 53
2019
Q4 		$774K Sell
4,757
-467
-9% -$73.2K 0.56% 61
2019
Q3 		$775K Sell
5,224
-55
-1% -$8.36K 0.58% 54
2019
Q2 		$801K Sell
5,279
-394
-7% -$61.7K 0.64% 52
2019
Q1 		$898K Sell
5,673
-948
-14% -$147K 0.7% 50
2018
Q4 		$907K Sell
6,621
-940
-12% -$129K 0.77% 45
2018
Q3 		$1.15M Sell
7,561
-270
-3% -$40.1K 0.87% 39
2018
Q2 		$1.07M Buy
7,831
+738
+10% +$94.2K 0.82% 40
2018
Q1 		$825K Buy
7,093
+196
+3% +$22.5K 0.66% 50
2017
Q4 		$705K Buy
6,897
+434
+7% +$44.2K 0.56% 56
2017
Q3 		$604K Buy
6,463
+151
+2% +$13.9K 0.49% 61
2017
Q2 		$547K Sell
6,312
-31
-0.5% -$2.7K 0.46% 65
2017
Q1 		$523K Sell
6,343
-1,082
-15% -$86.4K 0.45% 61
2016
Q4 		$508K Buy
+7,425
New +$539K 0.46% 63

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

First Bank & Trust's CRM Position: Q3 2022 in Review

First Bank & Trust sold out of Salesforce (CRM) in Q3 2022, closing a stake of 102 shares — an estimated $17K sold.

First Bank & Trust first reported a position in CRM in Q4 2016 and held it in 23 quarters. The position peaked at $1.15M in Q3 2018. 2,055 funds tracked by Wall St. Rank hold CRM as of Q3 2022.

  • First Bank & Trust reported no remaining Salesforce position as of Q3 2022 after selling out during the quarter.
  • First Bank & Trust sold 102 Salesforce shares in Q3 2022, an estimated $17K.
  • First Bank & Trust first reported a position in Salesforce in Q4 2016 and held it in 23 quarters.
  • First Bank & Trust's Salesforce position peaked at $1.15M in Q3 2018.
  • 2,055 funds tracked by Wall St. Rank held Salesforce as of Q3 2022.

Based on First Bank & Trust's 13F filing for Q3 2022, filed 28 Oct 2022.