Israel Discount Bank of New York’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-837
| Closed | -$280K | – | 39 |
|
|
2024
Q4 | $280K | Sell |
837
-46
| -5% | -$14.7K | 0.2% | 34 |
|
|
2024
Q3 | $242K | Buy |
+883
| New | +$226K | 0.36% | 39 |
|
|
2024
Q2 | – | Sell |
-1,387
| Closed | -$418K | – | 57 |
|
|
2024
Q1 | $418K | Sell |
1,387
-1,035
| -43% | -$299K | 0.52% | 38 |
|
|
2023
Q4 | $637K | Sell |
2,422
-810
| -25% | -$183K | 0.5% | 39 |
|
|
2023
Q3 | $655K | Sell |
3,232
-35
| -1% | -$7.56K | 0.54% | 34 |
|
|
2023
Q2 | $690K | Sell |
3,267
-797
| -20% | -$163K | 0.55% | 35 |
|
|
2023
Q1 | $812K | Sell |
4,064
-217
| -5% | -$36.7K | 0.61% | 34 |
|
|
2022
Q4 | $567K | Sell |
4,281
-266
| -6% | -$38.8K | 0.48% | 52 |
|
|
2022
Q3 | $654K | Buy |
4,547
+426
| +10% | +$72.2K | 0.54% | 44 |
|
|
2022
Q2 | $680K | Sell |
4,121
-502
| -11% | -$88.7K | 0.52% | 48 |
|
|
2022
Q1 | $981K | Sell |
4,623
-96
| -2% | -$20.7K | 0.64% | 30 |
|
|
2021
Q4 | $1.2M | Buy |
4,719
+934
| +25% | +$262K | 0.74% | 28 |
|
|
2021
Q3 | $1.03M | Buy |
+3,785
| New | +$961K | 0.69% | 28 |
|
|
2021
Q1 | $757K | Sell |
3,575
-984
| -22% | -$219K | 0.58% | 41 |
|
|
2020
Q4 | $1.01M | Sell |
4,559
-614
| -12% | -$149K | 0.74% | 26 |
|
|
2020
Q3 | $1.3M | Sell |
5,173
-466
| -8% | -$102K | 0.84% | 25 |
|
|
2020
Q2 | $1.06M | Sell |
5,639
-1,759
| -24% | -$296K | 0.72% | 31 |
|
|
2020
Q1 | $1.06M | Sell |
7,398
-35
| -0.5% | -$6K | 0.82% | 33 |
|
|
2019
Q4 | $1.21M | Buy |
7,433
+561
| +8% | +$87.9K | 0.79% | 31 |
|
|
2019
Q3 | $1.02M | Buy |
6,872
+2,397
| +54% | +$364K | 0.75% | 37 |
|
|
2019
Q2 | $679K | Buy |
4,475
+265
| +6% | +$41.5K | 0.51% | 48 |
|
|
2019
Q1 | $666K | Sell |
4,210
-115
| -3% | -$17.8K | 0.46% | 46 |
|
|
2018
Q4 | $592K | Sell |
4,325
-1,080
| -20% | -$149K | 0.45% | 42 |
|
|
2018
Q3 | $860K | Sell |
5,405
-100
| -2% | -$14.8K | 0.56% | 31 |
|
|
2018
Q2 | $751K | Buy |
5,505
+22
| +0.4% | +$2.81K | 0.5% | 37 |
|
|
2018
Q1 | $637K | Sell |
5,483
-122
| -2% | -$14K | 0.42% | 49 |
|
|
2017
Q4 | $573K | Sell |
5,605
-55
| -1% | -$5.61K | 0.4% | 56 |
|
|
2017
Q3 | $529K | Sell |
5,660
-320
| -5% | -$29.4K | 0.4% | 57 |
|
|
2017
Q2 | $518K | Sell |
5,980
-3,046
| -34% | -$265K | 0.42% | 54 |
|
|
2017
Q1 | $745K | Buy |
9,026
+1,850
| +26% | +$148K | 0.61% | 37 |
|
|
2016
Q4 | $491K | Buy |
+7,176
| New | +$521K | 0.44% | 51 |
|
Other funds holding CRM
Israel Discount Bank of New York's CRM Position: Q1 2025 in Review
Israel Discount Bank of New York sold out of Salesforce (CRM) in Q1 2025, closing a stake of 837 shares — an estimated $280K sold.
Israel Discount Bank of New York first reported a position in CRM in Q4 2016 and held it in 31 quarters. The position peaked at $1.3M in Q3 2020. 2,955 funds tracked by Wall St. Rank hold CRM as of Q1 2025.
- Israel Discount Bank of New York reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
- Israel Discount Bank of New York sold 837 Salesforce shares in Q1 2025, an estimated $280K.
- Israel Discount Bank of New York first reported a position in Salesforce in Q4 2016 and held it in 31 quarters.
- Israel Discount Bank of New York's Salesforce position peaked at $1.3M in Q3 2020.
- 2,955 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.
Based on Israel Discount Bank of New York's 13F filing for Q1 2025, filed 30 Apr 2025.