Independence Bank of Kentucky’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.25M | Sell |
7,956
-3,597
| -31% | -$633K | 0.14% | 135 |
|
|
2026
Q1 | $2.16M | Sell |
11,553
-949
| -8% | -$197K | 0.27% | 75 |
|
|
2025
Q4 | $3.31M | Buy |
12,502
+138
| +1% | +$34.3K | 0.41% | 52 |
|
|
2025
Q3 | $2.93M | Buy |
12,364
+233
| +2% | +$58.8K | 0.38% | 55 |
|
|
2025
Q2 | $3.31M | Buy |
12,131
+332
| +3% | +$88.8K | 0.47% | 41 |
|
|
2025
Q1 | $3.17M | Sell |
11,799
-640
| -5% | -$199K | 0.5% | 45 |
|
|
2024
Q4 | $4.16M | Sell |
12,439
-314
| -2% | -$100K | 0.64% | 30 |
|
|
2024
Q3 | $3.49M | Buy |
12,753
+42
| +0.3% | +$10.8K | 0.75% | 28 |
|
|
2024
Q2 | $3.27M | Buy |
12,711
+65
| +0.5% | +$17.4K | 0.87% | 24 |
|
|
2024
Q1 | $3.81M | Sell |
12,646
-418
| -3% | -$121K | 1.14% | 17 |
|
|
2023
Q4 | $3.44M | Sell |
13,064
-334
| -2% | -$75.6K | 1.21% | 15 |
|
|
2023
Q3 | $2.72M | Sell |
13,398
-3
| -0% | -$648 | 1.15% | 19 |
|
|
2023
Q2 | $2.83M | Buy |
13,401
+295
| +2% | +$60.2K | 1.15% | 19 |
|
|
2023
Q1 | $2.62M | Sell |
13,106
-890
| -6% | -$150K | 1.14% | 21 |
|
|
2022
Q4 | $1.86M | Sell |
13,996
-55
| -0.4% | -$8.03K | 0.83% | 36 |
|
|
2022
Q3 | $2.02M | Buy |
14,051
+1,321
| +10% | +$224K | 1% | 27 |
|
|
2022
Q2 | $2.1M | Sell |
12,730
-5
| -0% | -$883 | 0.94% | 32 |
|
|
2022
Q1 | $2.7M | Buy |
12,735
+1,948
| +18% | +$419K | 1.07% | 23 |
|
|
2021
Q4 | $2.74M | Sell |
10,787
-190
| -2% | -$53.4K | 1.12% | 23 |
|
|
2021
Q3 | $2.98M | Buy |
10,977
+300
| +3% | +$76.2K | 1.29% | 22 |
|
|
2021
Q2 | $2.61M | Buy |
10,677
+402
| +4% | +$92.6K | 1.16% | 24 |
|
|
2021
Q1 | $2.18M | Buy |
10,275
+1,153
| +13% | +$257K | 1.06% | 28 |
|
|
2020
Q4 | $2.03M | Buy |
9,122
+725
| +9% | +$176K | 1.05% | 27 |
|
|
2020
Q3 | $2.11M | Sell |
8,397
-955
| -10% | -$209K | 1.2% | 20 |
|
|
2020
Q2 | $1.75M | Buy |
9,352
+2,066
| +28% | +$348K | 1.13% | 26 |
|
|
2020
Q1 | $1.05M | Sell |
7,286
-25
| -0.3% | -$4.29K | 0.82% | 37 |
|
|
2019
Q4 | $1.19M | Buy |
7,311
+220
| +3% | +$34.5K | 0.77% | 40 |
|
|
2019
Q3 | $1.05M | Buy |
7,091
+1,294
| +22% | +$197K | 0.75% | 40 |
|
|
2019
Q2 | $880K | Buy |
5,797
+1,875
| +48% | +$294K | 0.69% | 44 |
|
|
2019
Q1 | $621K | Sell |
3,922
-325
| -8% | -$50.4K | 0.51% | 54 |
|
|
2018
Q4 | $582K | Sell |
4,247
-750
| -15% | -$103K | 0.53% | 53 |
|
|
2018
Q3 | $795K | Sell |
4,997
-185
| -4% | -$27.5K | 0.62% | 46 |
|
|
2018
Q2 | $707K | Sell |
5,182
-525
| -9% | -$67K | 0.59% | 50 |
|
|
2018
Q1 | $664K | Sell |
5,707
-18
| -0.3% | -$2.07K | 0.57% | 50 |
|
|
2017
Q4 | $585K | Buy |
+5,725
| New | +$583K | 0.5% | 55 |
|
Other funds holding CRM
FWIA
ATO
Independence Bank of Kentucky's CRM Position: Q2 2026 in Review
Independence Bank of Kentucky reduced its Salesforce (CRM) stake by 31% in Q2 2026, selling an estimated $633K and leaving 7,956 shares worth $1.25M. The position accounts for 0.14% of the portfolio, ranked #135.
Independence Bank of Kentucky first reported a position in CRM in Q4 2017 and has held it in 35 quarters since. The position peaked at $4.16M in Q4 2024. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Independence Bank of Kentucky held 7,956 shares of Salesforce worth $1.25M as of Q2 2026.
- Independence Bank of Kentucky sold 3,597 Salesforce shares in Q2 2026, an estimated $633K.
- Salesforce made up 0.14% of Independence Bank of Kentucky's portfolio in Q2 2026, its #135 holding.
- Independence Bank of Kentucky first reported a position in Salesforce in Q4 2017 and has held it in 35 quarters since.
- Independence Bank of Kentucky's Salesforce position peaked at $4.16M in Q4 2024.
- 1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.