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Northwest Bank & Trust’s Salesforce CRM Stock Holding History

Northwest Bank & Trust’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
2024
Q4 		$1.85M Buy
5,597
+3
+0.1% +$957 1.36% 15
2024
Q3 		$1.53M Buy
5,594
+44
+0.8% +$11.3K 1.16% 15
2024
Q2 		$1.43M Sell
5,550
-268
-5% -$71.7K 1.19% 14
2024
Q1 		$1.56M Sell
5,818
-145
-2% -$41.8K 1.44% 14
2023
Q4 		$1.57M Buy
+5,963
New +$1.35M 1.41% 15
2023
Q2 		$1.35M Buy
+6,377
New +$1.3M 1.3% 18

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Northwest Bank & Trust's CRM Position: Q4 2024 in Review

Northwest Bank & Trust increased its Salesforce (CRM) stake by 0.05% in Q4 2024, buying an estimated $957 and bringing the position to 5,597 shares worth $1.85M. The position accounts for 1.36% of the portfolio, ranked #15.

Northwest Bank & Trust first reported a position in CRM in Q2 2023 and has held it in 6 quarters since. 3,109 funds tracked by Wall St. Rank hold CRM as of Q4 2024.

  • Northwest Bank & Trust held 5,597 shares of Salesforce worth $1.85M as of Q4 2024.
  • Northwest Bank & Trust bought 3 Salesforce shares in Q4 2024, an estimated $957.
  • Salesforce made up 1.36% of Northwest Bank & Trust's portfolio in Q4 2024, its #15 holding.
  • Northwest Bank & Trust first reported a position in Salesforce in Q2 2023 and has held it in 6 quarters since.
  • 3,109 funds tracked by Wall St. Rank held Salesforce as of Q4 2024.

Based on Northwest Bank & Trust's 13F filing for Q4 2024, filed 18 Feb 2025.