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West Bancorporation’s Salesforce CRM Stock Holding History

West Bancorporation’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
2022
Q3 		– Sell
-1,030
Closed -$170K – 267
2022
Q2 		$170K Sell
1,030
-14
-1% -$2.47K 0.12% 111
2022
Q1 		$222K Sell
1,044
-12
-1% -$2.58K 0.14% 103
2021
Q4 		$268K Buy
+1,056
New +$297K 0.21% 81
2020
Q3 		$406K Buy
1,614
+78
+5% +$17.1K 0.48% 40
2020
Q2 		$288K Buy
1,536
+395
+35% +$66.6K 0.34% 48
2020
Q1 		$164K Sell
1,141
-319
-22% -$54.7K 0.23% 67
2019
Q4 		$237K Buy
+1,460
New +$229K 0.24% 65

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

West Bancorporation's CRM Position: Q3 2022 in Review

West Bancorporation sold out of Salesforce (CRM) in Q3 2022, closing a stake of 1,030 shares — an estimated $170K sold.

West Bancorporation first reported a position in CRM in Q4 2019 and held it in 7 quarters. The position peaked at $406K in Q3 2020. 2,056 funds tracked by Wall St. Rank hold CRM as of Q3 2022.

  • West Bancorporation reported no remaining Salesforce position as of Q3 2022 after selling out during the quarter.
  • West Bancorporation sold 1,030 Salesforce shares in Q3 2022, an estimated $170K.
  • West Bancorporation first reported a position in Salesforce in Q4 2019 and held it in 7 quarters.
  • West Bancorporation's Salesforce position peaked at $406K in Q3 2020.
  • 2,056 funds tracked by Wall St. Rank held Salesforce as of Q3 2022.

Based on West Bancorporation's 13F filing for Q3 2022, filed 14 Oct 2022.