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Trustmark National Bank Trust Department’s Salesforce CRM Stock Holding History

Trustmark National Bank Trust Department’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
2023
Q4 		– Sell
-1,200
Closed -$243K – 255
2023
Q3 		$243K Sell
1,200
-230
-16% -$49.7K 0.02% 225
2023
Q2 		$302K Buy
1,430
+15
+1% +$3.06K 0.03% 215
2023
Q1 		$283K Sell
1,415
-515
-27% -$87K 0.03% 231
2022
Q4 		$256K Sell
1,930
-1,270
-40% -$185K 0.02% 243
2022
Q3 		$460K Sell
3,200
-745
-19% -$126K 0.04% 186
2022
Q2 		$651K Sell
3,945
-2,310
-37% -$408K 0.06% 163
2022
Q1 		$1.33M Sell
6,255
-5,551
-47% -$1.19M 0.11% 132
2021
Q4 		$3M Buy
11,806
+134
+1% +$37.7K 0.23% 95
2021
Q3 		$3.17M Buy
11,672
+250
+2% +$63.5K 0.25% 89
2021
Q2 		$2.79M Buy
11,422
+3,142
+38% +$724K 0.22% 93
2021
Q1 		$1.75M Buy
8,280
+3,658
+79% +$814K 0.15% 107
2020
Q4 		$1.03M Buy
+4,622
New +$1.12M 0.09% 128
2019
Q3 		– Sell
-215
Closed -$33K – 307
2019
Q2 		$33K Hold
215
– – ﹤0.01% 395
2019
Q1 		$34K Buy
215
+200
+1,333% +$31K ﹤0.01% 383
2018
Q4 		$2K Hold
15
– – ﹤0.01% 512
2018
Q3 		$2K Buy
+15
New +$2.23K ﹤0.01% 521

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Trustmark National Bank Trust Department's CRM Position: Q4 2023 in Review

Trustmark National Bank Trust Department sold out of Salesforce (CRM) in Q4 2023, closing a stake of 1,200 shares — an estimated $243K sold.

Trustmark National Bank Trust Department first reported a position in CRM in Q3 2018 and held it in 16 quarters. The position peaked at $3.17M in Q3 2021. 2,593 funds tracked by Wall St. Rank hold CRM as of Q4 2023.

  • Trustmark National Bank Trust Department reported no remaining Salesforce position as of Q4 2023 after selling out during the quarter.
  • Trustmark National Bank Trust Department sold 1,200 Salesforce shares in Q4 2023, an estimated $243K.
  • Trustmark National Bank Trust Department first reported a position in Salesforce in Q3 2018 and held it in 16 quarters.
  • Trustmark National Bank Trust Department's Salesforce position peaked at $3.17M in Q3 2021.
  • 2,593 funds tracked by Wall St. Rank held Salesforce as of Q4 2023.

Based on Trustmark National Bank Trust Department's 13F filing for Q4 2023, filed 14 Feb 2024.