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Iowa State Bank’s Salesforce CRM Stock Holding History

Iowa State Bank’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
2026
Q2 		$2.99M Sell
19,085
-247
-1% -$43.4K 0.5% 55
2026
Q1 		$3.61M Buy
19,332
+1,141
+6% +$236K 0.66% 42
2025
Q4 		$4.82M Sell
18,191
-1,255
-6% -$312K 0.9% 37
2025
Q3 		$4.61M Sell
19,446
-1,240
-6% -$313K 0.88% 38
2025
Q2 		$5.64M Buy
20,686
+28
+0.1% +$7.49K 1.12% 29
2025
Q1 		$5.54M Sell
20,658
-411
-2% -$128K 1.18% 30
2024
Q4 		$7.04M Sell
21,069
-367
-2% -$117K 1.47% 23
2024
Q3 		$5.87M Sell
21,436
-220
-1% -$56.4K 1.21% 30
2024
Q2 		$5.57M Buy
21,656
+2,040
+10% +$546K 1.23% 29
2024
Q1 		$5.91M Sell
19,616
-2,448
-11% -$706K 1.31% 29
2023
Q4 		$5.81M Sell
22,064
-299
-1% -$67.7K 1.39% 24
2023
Q3 		$4.53M Sell
22,363
-1,237
-5% -$267K 1.18% 28
2023
Q2 		$4.99M Sell
23,600
-619
-3% -$126K 1.25% 27
2023
Q1 		$4.84M Sell
24,219
-1,124
-4% -$190K 1.21% 28
2022
Q4 		$3.36M Buy
25,343
+1,937
+8% +$283K 0.84% 45
2022
Q3 		$3.37M Buy
23,406
+13
+0.1% +$2.2K 0.96% 39
2022
Q2 		$3.86M Buy
23,393
+235
+1% +$41.5K 1.02% 35
2022
Q1 		$4.92M Buy
23,158
+2,277
+11% +$490K 1.14% 28
2021
Q4 		$5.31M Buy
20,881
+2,804
+16% +$788K 1.25% 26
2021
Q3 		$4.9M Buy
18,077
+40
+0.2% +$10.2K 1.37% 24
2021
Q2 		$4.41M Sell
18,037
-341
-2% -$78.6K 1.24% 25
2021
Q1 		$3.89M Sell
18,378
-4,388
-19% -$977K 1.17% 31
2020
Q4 		$5.07M Sell
22,766
-1,667
-7% -$405K 1.68% 18
2020
Q3 		$6.14M Sell
24,433
-1,305
-5% -$286K 2.38% 9
2020
Q2 		$4.82M Sell
25,738
-3,738
-13% -$630K 2.1% 13
2020
Q1 		$4.24M Sell
29,476
-3,919
-12% -$672K 2% 15
2019
Q4 		$5.43M Sell
33,395
-4,380
-12% -$687K 1.93% 16
2019
Q3 		$5.61M Sell
37,775
-3,864
-9% -$587K 2.13% 11
2019
Q2 		$6.32M Sell
41,639
-646
-2% -$101K 2.81% 5
2019
Q1 		$6.7M Sell
42,285
-1,218
-3% -$189K 3.07% 5
2018
Q4 		$5.96M Sell
43,503
-783
-2% -$108K 3.01% 3
2018
Q3 		$7.04M Sell
44,286
-1,127
-2% -$167K 3.14% 4
2018
Q2 		$6.19M Sell
45,413
-1,483
-3% -$189K 2.96% 4
2018
Q1 		$5.45M Sell
46,896
-3,464
-7% -$398K 2.65% 11
2017
Q4 		$5.15M Sell
50,360
-307
-0.6% -$31.3K 2.32% 14
2017
Q3 		$4.73M Buy
50,667
+195
+0.4% +$17.9K 2.23% 19
2017
Q2 		$4.37M Sell
50,472
-1,375
-3% -$120K 2.09% 19
2017
Q1 		$4.28M Buy
51,847
+130
+0.3% +$10.4K 2.09% 21
2016
Q4 		$3.54M Buy
51,717
+2,307
+5% +$167K 1.82% 27
2016
Q3 		$3.52M Buy
49,410
+915
+2% +$71.4K 1.89% 26
2016
Q2 		$3.85M Buy
48,495
+1,295
+3% +$102K 2.09% 24
2016
Q1 		$3.48M Sell
47,200
-40
-0.1% -$2.75K 1.97% 24
2015
Q4 		$3.7M Buy
+47,240
New +$3.69M 2.19% 23

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Iowa State Bank's CRM Position: Q2 2026 in Review

Iowa State Bank reduced its Salesforce (CRM) stake by 1.3% in Q2 2026, selling an estimated $43.4K and leaving 19,085 shares worth $2.99M. The position accounts for 0.5% of the portfolio, ranked #55.

Iowa State Bank first reported a position in CRM in Q4 2015 and has held it in 43 quarters since. The position peaked at $7.04M in Q4 2024. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Iowa State Bank held 19,085 shares of Salesforce worth $2.99M as of Q2 2026.
  • Iowa State Bank sold 247 Salesforce shares in Q2 2026, an estimated $43.4K.
  • Salesforce made up 0.5% of Iowa State Bank's portfolio in Q2 2026, its #55 holding.
  • Iowa State Bank first reported a position in Salesforce in Q4 2015 and has held it in 43 quarters since.
  • Iowa State Bank's Salesforce position peaked at $7.04M in Q4 2024.
  • 1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Iowa State Bank's 13F filing for Q2 2026, filed 28 Jul 2026.