First National Bank of South Miami’s Salesforce CRM Stock Holding History

First National Bank of South Miami’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 Q2	$9.29K	Hold	44	–	–	0.01%	220
2023 Q1	$8.79K	Hold	44	–	–	0.01%	243
2022 Q4	$6K	Hold	44	–	–	﹤0.01%	254
2022 Q3	$6K	Sell	44 -25	-36%	-$4.24K	﹤0.01%	256
2022 Q2	$11K	Sell	69 -17	-20%	-$3K	0.01%	253
2022 Q1	$18K	Hold	86	–	–	0.01%	261
2021 Q4	$22K	Hold	86	–	–	0.01%	269
2021 Q3	$23K	Hold	86	–	–	0.02%	251
2021 Q2	$21K	Buy	86 +25	+41%	+$5.76K	0.01%	245
2021 Q1	$13K	Hold	61	–	–	0.01%	249
2020 Q4	$14K	Buy	61 +17	+39%	+$4.13K	0.01%	231
2020 Q3	$11K	Hold	44	–	–	0.01%	219
2020 Q2	$8K	Hold	44	–	–	0.01%	237
2020 Q1	$6K	Hold	44	–	–	0.01%	234
2019 Q4	$7K	Hold	44	–	–	0.01%	239
2019 Q3	$7K	Hold	44	–	–	0.01%	256
2019 Q2	$7K	Buy	+44	New	+$6.89K	0.01%	257
2019 Q1	–	Sell	-169	Closed	-$26K	–	273
2018 Q4	$26K	Buy	+169	New	+$23.2K	0.03%	212

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First National Bank of South Miami's CRM Position: Q2 2023 in Review

First National Bank of South Miami held its Salesforce (CRM) position steady in Q2 2023 at 44 shares worth $9.29K. The position accounts for 0.01% of the portfolio, ranked #220.

First National Bank of South Miami first reported a position in CRM in Q4 2018 and has held it in 18 quarters since. The position peaked at $26K in Q4 2018. 2,295 funds tracked by Wall St. Rank hold CRM as of Q2 2023.

First National Bank of South Miami held 44 shares of Salesforce worth $9.29K as of Q2 2023.
First National Bank of South Miami left its Salesforce share count unchanged in Q2 2023.
Salesforce made up 0.01% of First National Bank of South Miami's portfolio in Q2 2023, its #220 holding.
First National Bank of South Miami first reported a position in Salesforce in Q4 2018 and has held it in 18 quarters since.
First National Bank of South Miami's Salesforce position peaked at $26K in Q4 2018.
2,295 funds tracked by Wall St. Rank held Salesforce as of Q2 2023.

Based on First National Bank of South Miami's 13F filing for Q2 2023, filed 12 Jul 2023.