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IberiaBank’s Salesforce CRM Stock Holding History

IberiaBank’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
2020
Q2 		$8.96M Sell
47,856
-4,119
-8% -$694K 1.06% 22
2020
Q1 		$7.48M Sell
51,975
-4,094
-7% -$702K 0.99% 31
2019
Q4 		$9.12M Buy
56,069
+1,172
+2% +$184K 0.96% 36
2019
Q3 		$8.15M Buy
54,897
+3,628
+7% +$551K 0.94% 38
2019
Q2 		$7.78M Buy
51,269
+4,193
+9% +$657K 0.86% 42
2019
Q1 		$7.46M Buy
47,076
+7,228
+18% +$1.12M 0.86% 40
2018
Q4 		$5.46M Buy
39,848
+20,987
+111% +$2.89M 0.71% 47
2018
Q3 		$3M Buy
+18,861
New +$2.8M 0.37% 77

Other funds holding CRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IberiaBank's CRM Position: Q2 2020 in Review

IberiaBank reduced its Salesforce (CRM) stake by 7.9% in Q2 2020, selling an estimated $694K and leaving 47,856 shares worth $8.96M. The position accounts for 1.06% of the portfolio, ranked #22.

IberiaBank first reported a position in CRM in Q3 2018 and has held it in 8 quarters since. The position peaked at $9.12M in Q4 2019. 1,704 funds tracked by Wall St. Rank hold CRM as of Q2 2020.

  • IberiaBank held 47,856 shares of Salesforce worth $8.96M as of Q2 2020.
  • IberiaBank sold 4,119 Salesforce shares in Q2 2020, an estimated $694K.
  • Salesforce made up 1.06% of IberiaBank's portfolio in Q2 2020, its #22 holding.
  • IberiaBank first reported a position in Salesforce in Q3 2018 and has held it in 8 quarters since.
  • IberiaBank's Salesforce position peaked at $9.12M in Q4 2019.
  • 1,704 funds tracked by Wall St. Rank held Salesforce as of Q2 2020.

Based on IberiaBank's 13F filing for Q2 2020, filed 29 Jul 2020.