Security National Bank’s Salesforce CRM Stock Holding History

Security National 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
2026 Q2	$412K	Sell	2,632 -14	-0.5%	-$2.46K	0.05%	120
2026 Q1	$494K	Buy	2,646 +8	+0.3%	+$1.66K	0.07%	101
2025 Q4	$699K	Buy	2,638 +1,398	+113%	+$347K	0.1%	88
2025 Q3	$294K	Buy	+1,240	New	+$313K	0.05%	121
2022 Q4	–	Sell	-19,571	Closed	-$2.81M	–	102
2022 Q3	$2.81M	Sell	19,571 -260	-1%	-$44.1K	0.79%	48
2022 Q2	$3.27M	Buy	19,831 +344	+2%	+$60.8K	0.91%	44
2022 Q1	$4.14M	Buy	19,487 +496	+3%	+$107K	0.95%	41
2021 Q4	$4.83M	Buy	18,991 +355	+2%	+$99.8K	1.09%	37
2021 Q3	$5.05M	Buy	18,636 +1,597	+9%	+$406K	1.27%	36
2021 Q2	$4.16M	Buy	17,039 +1,127	+7%	+$260K	1.1%	36
2021 Q1	$3.37M	Buy	15,912 +1,923	+14%	+$428K	0.99%	40
2020 Q4	$3.11M	Buy	13,989 +494	+4%	+$120K	0.99%	40
2020 Q3	$3.39M	Buy	13,495 +942	+8%	+$206K	1.18%	35
2020 Q2	$2.35M	Buy	12,553 +2,774	+28%	+$467K	0.97%	39
2020 Q1	$1.41M	Buy	9,779 +778	+9%	+$133K	0.74%	43
2019 Q4	$1.46M	Buy	+9,001	New	+$1.41M	0.65%	47

Other funds holding CRM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Security National Bank's CRM Position: Q2 2026 in Review

Security National Bank reduced its Salesforce (CRM) stake by 0.53% in Q2 2026, selling an estimated $2.46K and leaving 2,632 shares worth $412K. The position accounts for 0.05% of the portfolio, ranked #120.

Security National Bank first reported a position in CRM in Q4 2019 and has held it in 16 quarters since. The position peaked at $5.05M in Q3 2021. 401 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Security National Bank held 2,632 shares of Salesforce worth $412K as of Q2 2026.
Security National Bank sold 14 Salesforce shares in Q2 2026, an estimated $2.46K.
Salesforce made up 0.05% of Security National Bank's portfolio in Q2 2026, its #120 holding.
Security National Bank first reported a position in Salesforce in Q4 2019 and has held it in 16 quarters since.
Security National Bank's Salesforce position peaked at $5.05M in Q3 2021.
401 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.