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MidWestOne Financial Group’s Salesforce CRM Stock Holding History

MidWestOne Financial Group’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
2025
Q4 		$1.64M Buy
6,198
+1,175
+23% +$292K 0.18% 113
2025
Q3 		$1.19M Sell
5,023
-978
-16% -$247K 0.14% 138
2025
Q2 		$1.64M Sell
6,001
-192
-3% -$51.3K 0.21% 110
2025
Q1 		$1.66M Sell
6,193
-656
-10% -$204K 0.24% 98
2024
Q4 		$2.29M Sell
6,849
-398
-5% -$127K 0.32% 71
2024
Q3 		$1.98M Sell
7,247
-109
-1% -$27.9K 0.27% 80
2024
Q2 		$1.89M Sell
7,356
-300
-4% -$80.3K 0.34% 72
2024
Q1 		$2.31M Buy
7,656
+390
+5% +$113K 0.41% 61
2023
Q4 		$1.91M Sell
7,266
-312
-4% -$70.6K 0.36% 68
2023
Q3 		$1.54M Sell
7,578
-22
-0.3% -$4.75K 0.35% 70
2023
Q2 		$1.61M Buy
7,600
+202
+3% +$41.2K 0.35% 68
2023
Q1 		$1.48M Buy
7,398
+578
+8% +$97.6K 0.33% 71
2022
Q4 		$904K Sell
6,820
-1,376
-17% -$201K 0.2% 118
2022
Q3 		$1.18M Buy
8,196
+76
+0.9% +$12.9K 0.3% 74
2022
Q2 		$1.34M Buy
8,120
+1,304
+19% +$230K 0.33% 65
2022
Q1 		$1.45M Buy
6,816
+259
+4% +$55.7K 0.31% 72
2021
Q4 		$1.67M Buy
6,557
+22
+0.3% +$6.18K 0.35% 66
2021
Q3 		$1.77M Sell
6,535
-75
-1% -$19K 0.42% 49
2021
Q2 		$1.61M Buy
6,610
+368
+6% +$84.8K 0.38% 58
2021
Q1 		$1.32M Buy
6,242
+634
+11% +$141K 0.32% 72
2020
Q4 		$1.25M Buy
5,608
+184
+3% +$44.7K 0.34% 67
2020
Q3 		$1.36M Sell
5,424
-631
-10% -$138K 0.45% 52
2020
Q2 		$1.13M Buy
6,055
+562
+10% +$94.7K 0.47% 35
2020
Q1 		$791K Sell
5,493
-54
-1% -$9.26K 0.29% 78
2019
Q4 		$902K Sell
5,547
-158
-3% -$24.8K 0.19% 96
2019
Q3 		$847K Buy
5,705
+719
+14% +$109K 0.26% 91
2019
Q2 		$756K Buy
+4,986
New +$781K 0.21% 126

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MidWestOne Financial Group's CRM Position: Q4 2025 in Review

MidWestOne Financial Group increased its Salesforce (CRM) stake by 23% in Q4 2025, buying an estimated $292K and bringing the position to 6,198 shares worth $1.64M. The position accounts for 0.18% of the portfolio, ranked #113.

MidWestOne Financial Group first reported a position in CRM in Q2 2019 and has held it in 27 quarters since. The position peaked at $2.31M in Q1 2024. 2,952 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

  • MidWestOne Financial Group held 6,198 shares of Salesforce worth $1.64M as of Q4 2025.
  • MidWestOne Financial Group bought 1,175 Salesforce shares in Q4 2025, an estimated $292K.
  • Salesforce made up 0.18% of MidWestOne Financial Group's portfolio in Q4 2025, its #113 holding.
  • MidWestOne Financial Group first reported a position in Salesforce in Q2 2019 and has held it in 27 quarters since.
  • MidWestOne Financial Group's Salesforce position peaked at $2.31M in Q1 2024.
  • 2,952 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.