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Security National Bank of Sioux City Iowa’s Salesforce CRM Stock Holding History

Security National Bank of Sioux City Iowa’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
2021
Q3 		– Sell
-1,221
Closed -$298K – 93
2021
Q2 		$298K Buy
+1,221
New +$281K 0.23% 78

Other funds holding CRM

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Security National Bank of Sioux City Iowa's CRM Position: Q3 2021 in Review

Security National Bank of Sioux City Iowa sold out of Salesforce (CRM) in Q3 2021, closing a stake of 1,221 shares — an estimated $298K sold.

Security National Bank of Sioux City Iowa first reported a position in CRM in Q2 2021 and held it in 1 quarter. The position peaked at $298K in Q2 2021. 2,180 funds tracked by Wall St. Rank hold CRM as of Q3 2021.

  • Security National Bank of Sioux City Iowa reported no remaining Salesforce position as of Q3 2021 after selling out during the quarter.
  • Security National Bank of Sioux City Iowa sold 1,221 Salesforce shares in Q3 2021, an estimated $298K.
  • Security National Bank of Sioux City Iowa first reported a position in Salesforce in Q2 2021 and held it in 1 quarter.
  • Security National Bank of Sioux City Iowa's Salesforce position peaked at $298K in Q2 2021.
  • 2,180 funds tracked by Wall St. Rank held Salesforce as of Q3 2021.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q3 2021, filed 16 Nov 2021.