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First Citizens Financial Corp’s Salesforce CRM Stock Holding History

First Citizens Financial Corp’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
2021
Q3 		– Sell
-916
Closed -$224K – 102
2021
Q2 		$224K Buy
+916
New +$211K 0.17% 108
2021
Q1 		– Sell
-916
Closed -$204K – 108
2020
Q4 		$204K Hold
916
– – 0.18% 104
2020
Q3 		$230K Buy
+916
New +$201K 0.23% 85

Other funds holding CRM

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

First Citizens Financial Corp's CRM Position: Q3 2021 in Review

First Citizens Financial Corp sold out of Salesforce (CRM) in Q3 2021, closing a stake of 916 shares — an estimated $224K sold.

First Citizens Financial Corp first reported a position in CRM in Q3 2020 and held it in 3 quarters. The position peaked at $230K in Q3 2020. 2,179 funds tracked by Wall St. Rank hold CRM as of Q3 2021.

  • First Citizens Financial Corp reported no remaining Salesforce position as of Q3 2021 after selling out during the quarter.
  • First Citizens Financial Corp sold 916 Salesforce shares in Q3 2021, an estimated $224K.
  • First Citizens Financial Corp first reported a position in Salesforce in Q3 2020 and held it in 3 quarters.
  • First Citizens Financial Corp's Salesforce position peaked at $230K in Q3 2020.
  • 2,179 funds tracked by Wall St. Rank held Salesforce as of Q3 2021.

Based on First Citizens Financial Corp's 13F filing for Q3 2021, filed 14 Oct 2021.