Security National Trust’s Salesforce CRM Stock Holding History

Security National Trust’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	$4.17M	Hold	17,055	–	–	0.97%	35
2021 Q2	$4.17M	Buy	17,055 +360	+2%	+$83K	0.93%	36
2021 Q1	$3.54M	Buy	16,695 +485	+3%	+$108K	0.83%	41
2020 Q4	$3.61M	Buy	16,210 +900	+6%	+$219K	0.9%	36
2020 Q3	$3.85M	Buy	15,310 +430	+3%	+$94.1K	1.08%	25
2020 Q2	$2.79M	Buy	14,880 +447	+3%	+$75.3K	0.84%	41
2020 Q1	$2.08M	Buy	14,433 +717	+5%	+$123K	0.76%	45
2019 Q4	$2.23M	Buy	13,716 +251	+2%	+$39.3K	0.65%	53
2019 Q3	$2M	Buy	13,465 +100	+0.7%	+$15.2K	0.63%	56
2019 Q2	$2.03M	Buy	13,365 +175	+1%	+$27.4K	0.64%	54
2019 Q1	$2.09M	Buy	13,190 +2,060	+19%	+$319K	0.67%	54
2018 Q4	$1.52M	Buy	11,130 +220	+2%	+$30.3K	0.57%	61
2018 Q3	$1.74M	Buy	10,910 +2,385	+28%	+$354K	0.54%	62
2018 Q2	$1.16M	Buy	8,525 +1,115	+15%	+$142K	0.39%	73
2018 Q1	$862K	Buy	7,410 +7,185	+3,193%	+$825K	0.29%	85
2017 Q4	$23K	Buy	+225	New	+$22.9K	0.01%	299

Other funds holding CRM

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Security National Trust's CRM Position: Q3 2021 in Review

Security National Trust held its Salesforce (CRM) position steady in Q3 2021 at 17,055 shares worth $4.17M. The position accounts for 0.97% of the portfolio, ranked #35.

Security National Trust first reported a position in CRM in Q4 2017 and has held it in 16 quarters since. 2,180 funds tracked by Wall St. Rank hold CRM as of Q3 2021.

Security National Trust held 17,055 shares of Salesforce worth $4.17M as of Q3 2021.
Security National Trust left its Salesforce share count unchanged in Q3 2021.
Salesforce made up 0.97% of Security National Trust's portfolio in Q3 2021, its #35 holding.
Security National Trust first reported a position in Salesforce in Q4 2017 and has held it in 16 quarters since.
2,180 funds tracked by Wall St. Rank held Salesforce as of Q3 2021.

Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.