Zions Bancorporation, National Association’s Salesforce CRM Stock Holding History

Zions Bancorporation, National Association’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	$616K	Sell	3,929 -157	-4%	-$27.6K	0.04%	222
2026 Q1	$763K	Sell	4,086 -14,860	-78%	-$3.08M	0.05%	209
2025 Q4	$5.02M	Sell	18,946 -188	-1%	-$46.7K	0.23%	70
2025 Q3	$4.53M	Sell	19,134 -9,622	-33%	-$2.43M	0.22%	75
2025 Q2	$7.84M	Buy	28,756 +2,017	+8%	+$539K	0.42%	44
2025 Q1	$7.18M	Buy	+26,739	New	+$8.32M	0.45%	39

Other funds holding CRM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FWIA

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Zions Bancorporation, National Association's CRM Position: Q2 2026 in Review

Zions Bancorporation, National Association reduced its Salesforce (CRM) stake by 3.8% in Q2 2026, selling an estimated $27.6K and leaving 3,929 shares worth $616K. The position accounts for 0.04% of the portfolio, ranked #222.

Zions Bancorporation, National Association first reported a position in CRM in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.84M in Q2 2025. 1,098 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Zions Bancorporation, National Association held 3,929 shares of Salesforce worth $616K as of Q2 2026.
Zions Bancorporation, National Association sold 157 Salesforce shares in Q2 2026, an estimated $27.6K.
Salesforce made up 0.04% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #222 holding.
Zions Bancorporation, National Association first reported a position in Salesforce in Q1 2025 and has held it in 6 quarters since.
Zions Bancorporation, National Association's Salesforce position peaked at $7.84M in Q2 2025.
1,098 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.