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Passumpsic Savings Bank’s Salesforce CRM Stock Holding History

Passumpsic Savings 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
2024
Q4 		$2.39M Sell
7,163
-169
-2% -$53.9K 1.49% 30
2024
Q3 		$2.01M Buy
7,332
+87
+1% +$22.3K 1.32% 37
2024
Q2 		$1.86M Sell
7,245
-3,179
-30% -$851K 1.34% 36
2024
Q1 		$3.14M Buy
+10,424
New +$3.01M 2.01% 20

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Passumpsic Savings Bank's CRM Position: Q4 2024 in Review

Passumpsic Savings Bank reduced its Salesforce (CRM) stake by 2.3% in Q4 2024, selling an estimated $53.9K and leaving 7,163 shares worth $2.39M. The position accounts for 1.49% of the portfolio, ranked #30.

Passumpsic Savings Bank first reported a position in CRM in Q1 2024 and has held it in 4 quarters since. The position peaked at $3.14M in Q1 2024. 3,102 funds tracked by Wall St. Rank hold CRM as of Q4 2024.

  • Passumpsic Savings Bank held 7,163 shares of Salesforce worth $2.39M as of Q4 2024.
  • Passumpsic Savings Bank sold 169 Salesforce shares in Q4 2024, an estimated $53.9K.
  • Salesforce made up 1.49% of Passumpsic Savings Bank's portfolio in Q4 2024, its #30 holding.
  • Passumpsic Savings Bank first reported a position in Salesforce in Q1 2024 and has held it in 4 quarters since.
  • Passumpsic Savings Bank's Salesforce position peaked at $3.14M in Q1 2024.
  • 3,102 funds tracked by Wall St. Rank held Salesforce as of Q4 2024.

Based on Passumpsic Savings Bank's 13F filing for Q4 2024, filed 3 Feb 2025.