NTB Financial’s Salesforce CRM Stock Holding History

NTB Financial’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
2022 Q2	$253K	Buy	+1,530	New	+$270K	0.2%	116

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

NTB Financial's CRM Position: Q2 2022 in Review

NTB Financial opened a new position in Salesforce (CRM) in Q2 2022: 1,530 shares worth $253K. The stake represents 0.2% of the portfolio and ranks #116 among its holdings.

2,136 funds tracked by Wall St. Rank hold CRM as of Q2 2022.

NTB Financial held 1,530 shares of Salesforce worth $253K as of Q2 2022.
Salesforce was a new NTB Financial position in Q2 2022.
Salesforce made up 0.2% of NTB Financial's portfolio in Q2 2022, its #116 holding.
2,136 funds tracked by Wall St. Rank held Salesforce as of Q2 2022.

Based on NTB Financial's 13F filing for Q2 2022, filed 9 Aug 2022.