Glenview State Bank Trust Department’s Salesforce CRM Stock Holding History

Glenview State Bank Trust Department’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 Q2	$562K	Hold	2,300	–	–	0.17%	78
2021 Q1	$487K	Hold	2,300	–	–	0.16%	78
2020 Q4	$512K	Hold	2,300	–	–	0.18%	74
2020 Q3	$578K	Hold	2,300	–	–	0.22%	66
2020 Q2	$431K	Hold	2,300	–	–	0.18%	69
2020 Q1	$331K	Hold	2,300	–	–	0.16%	75
2019 Q4	$374K	Hold	2,300	–	–	0.14%	82
2019 Q3	$341K	Buy	+2,300	New	+$350K	0.14%	86

Other funds holding CRM

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Glenview State Bank Trust Department's CRM Position: Q2 2021 in Review

Glenview State Bank Trust Department held its Salesforce (CRM) position steady in Q2 2021 at 2,300 shares worth $562K. The position accounts for 0.17% of the portfolio, ranked #78.

Glenview State Bank Trust Department first reported a position in CRM in Q3 2019 and has held it in 8 quarters since. The position peaked at $578K in Q3 2020. 2,067 funds tracked by Wall St. Rank hold CRM as of Q2 2021.

Glenview State Bank Trust Department held 2,300 shares of Salesforce worth $562K as of Q2 2021.
Glenview State Bank Trust Department left its Salesforce share count unchanged in Q2 2021.
Salesforce made up 0.17% of Glenview State Bank Trust Department's portfolio in Q2 2021, its #78 holding.
Glenview State Bank Trust Department first reported a position in Salesforce in Q3 2019 and has held it in 8 quarters since.
Glenview State Bank Trust Department's Salesforce position peaked at $578K in Q3 2020.
2,067 funds tracked by Wall St. Rank held Salesforce as of Q2 2021.

Based on Glenview State Bank Trust Department's 13F filing for Q2 2021, filed 28 Jul 2021.