Security National Bank of So Dak’s Salesforce CRM Stock Holding History

Security National Bank of So Dak’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 Q2	–	Sell	-866	Closed	-$232K	–	113
2025 Q1	$232K	Sell	866 -7	-0.8%	-$2.18K	0.13%	105
2024 Q4	$292K	Hold	873	–	–	0.16%	90
2024 Q3	$239K	Hold	873	–	–	0.13%	93
2024 Q2	$224K	Sell	873 -6	-0.7%	-$1.61K	0.13%	91
2024 Q1	$265K	Sell	879 -9	-1%	-$2.6K	0.16%	88
2023 Q4	$234K	Buy	+888	New	+$201K	0.15%	93
2022 Q2	–	Sell	-1,135	Closed	-$241K	–	95
2022 Q1	$241K	Sell	1,135 -3	-0.3%	-$646	0.17%	87
2021 Q4	$289K	Sell	1,138 -83	-7%	-$23.3K	0.19%	84
2021 Q3	$331K	Buy	+1,221	New	+$310K	0.25%	77
2021 Q2	–	Sell	-1,110	Closed	-$235K	–	99
2021 Q1	$235K	Buy	1,110 +59	+6%	+$13.1K	0.2%	84
2020 Q4	$234K	Sell	1,051 -17	-2%	-$4.13K	0.21%	80
2020 Q3	$268K	Sell	1,068 -12	-1%	-$2.63K	0.27%	71
2020 Q2	$202K	Buy	+1,080	New	+$182K	0.23%	76

Other funds holding CRM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Security National Bank of So Dak's CRM Position: Q2 2025 in Review

Security National Bank of So Dak sold out of Salesforce (CRM) in Q2 2025, closing a stake of 866 shares — an estimated $232K sold.

Security National Bank of So Dak first reported a position in CRM in Q2 2020 and held it in 13 quarters. The position peaked at $331K in Q3 2021. 2,954 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

Security National Bank of So Dak reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
Security National Bank of So Dak sold 866 Salesforce shares in Q2 2025, an estimated $232K.
Security National Bank of So Dak first reported a position in Salesforce in Q2 2020 and held it in 13 quarters.
Security National Bank of So Dak's Salesforce position peaked at $331K in Q3 2021.
2,954 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Security National Bank of So Dak's 13F filing for Q2 2025, filed 15 Aug 2025.