Zions Bancorporation’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $8.07M | Buy |
24,136
+6,270
| +35% | +$2M | 0.51% | 29 |
|
|
2024
Q3 | $4.89M | Buy |
17,866
+1,663
| +10% | +$426K | 0.36% | 57 |
|
|
2024
Q2 | $4.17M | Sell |
16,203
-2,493
| -13% | -$667K | 0.33% | 60 |
|
|
2024
Q1 | $5.63M | Sell |
18,696
-81
| -0.4% | -$23.4K | 0.41% | 43 |
|
|
2023
Q4 | $4.94M | Sell |
18,777
-1,608
| -8% | -$364K | 0.34% | 49 |
|
|
2023
Q3 | $4.13M | Buy |
20,385
+911
| +5% | +$197K | 0.36% | 47 |
|
|
2023
Q2 | $4.11M | Buy |
19,474
+377
| +2% | +$77K | 0.35% | 47 |
|
|
2023
Q1 | $3.82M | Buy |
19,097
+4,059
| +27% | +$686K | 0.33% | 54 |
|
|
2022
Q4 | $1.99M | Sell |
15,038
-3,406
| -18% | -$497K | 0.16% | 90 |
|
|
2022
Q3 | $2.65M | Sell |
18,444
-1,049
| -5% | -$178K | 0.28% | 57 |
|
|
2022
Q2 | $3.22M | Buy |
19,493
+597
| +3% | +$105K | 0.32% | 53 |
|
|
2022
Q1 | $4.01M | Buy |
18,896
+4,284
| +29% | +$922K | 0.36% | 40 |
|
|
2021
Q4 | $3.71M | Buy |
14,612
+1,551
| +12% | +$436K | 0.33% | 36 |
|
|
2021
Q3 | $3.54M | Buy |
13,061
+3,464
| +36% | +$880K | 0.36% | 28 |
|
|
2021
Q2 | $2.34M | Buy |
9,597
+1,828
| +24% | +$421K | 0.23% | 47 |
|
|
2021
Q1 | $1.65M | Buy |
7,769
+1,046
| +16% | +$233K | 0.19% | 60 |
|
|
2020
Q4 | $1.5M | Sell |
6,723
-3,281
| -33% | -$798K | 0.19% | 56 |
|
|
2020
Q3 | $2.51M | Buy |
10,004
+486
| +5% | +$106K | 0.36% | 26 |
|
|
2020
Q2 | $1.78M | Buy |
9,518
+1,531
| +19% | +$258K | 0.26% | 47 |
|
|
2020
Q1 | $1.15M | Sell |
7,987
-23
| -0.3% | -$3.94K | 0.2% | 53 |
|
|
2019
Q4 | $1.3M | Buy |
8,010
+833
| +12% | +$131K | 0.19% | 51 |
|
|
2019
Q3 | $1.06M | Buy |
7,177
+1,203
| +20% | +$183K | 0.15% | 58 |
|
|
2019
Q2 | $906K | Sell |
5,974
-509
| -8% | -$79.8K | 0.13% | 65 |
|
|
2019
Q1 | $1.03M | Sell |
6,483
-1,821
| -22% | -$282K | 0.17% | 62 |
|
|
2018
Q4 | $1.14M | Sell |
8,304
-1,580
| -16% | -$217K | 0.83% | 21 |
|
|
2018
Q3 | $1.57M | Sell |
9,884
-929
| -9% | -$138K | 0.37% | 31 |
|
|
2018
Q2 | $1.48M | Buy |
+10,813
| New | +$1.38M | 1.01% | 20 |
|
|
2018
Q1 | – | Sell |
-9,659
| Closed | -$987K | – | 565 |
|
|
2017
Q4 | $987K | Sell |
9,659
-273
| -3% | -$27.8K | 0.17% | 58 |
|
|
2017
Q3 | $927K | Buy |
+9,932
| New | +$914K | 0.13% | 97 |
|
|
2017
Q2 | – | Sell |
-41
| Closed | -$3K | – | 681 |
|
|
2017
Q1 | $3K | Sell |
41
-149
| -78% | -$11.9K | ﹤0.01% | 574 |
|
|
2016
Q4 | $13K | Sell |
190
-162
| -46% | -$11.8K | ﹤0.01% | 455 |
|
|
2016
Q3 | $26K | Buy |
352
+143
| +68% | +$11.2K | ﹤0.01% | 325 |
|
|
2016
Q2 | $17K | Sell |
209
-157
| -43% | -$12.3K | ﹤0.01% | 361 |
|
|
2016
Q1 | $28K | Sell |
366
-18
| -5% | -$1.24K | 0.01% | 320 |
|
|
2015
Q4 | $22K | Buy |
384
+162
| +73% | +$12.7K | ﹤0.01% | 341 |
|
|
2015
Q3 | $18K | Buy |
+222
| New | +$15.7K | ﹤0.01% | 378 |
|
|
2015
Q2 | – | Sell |
-218
| Closed | -$15K | – | 366 |
|
|
2015
Q1 | $15K | Buy |
+218
| New | +$13.5K | ﹤0.01% | 433 |
|
Other funds holding CRM
Zions Bancorporation's CRM Position: Q4 2024 in Review
Zions Bancorporation increased its Salesforce (CRM) stake by 35% in Q4 2024, buying an estimated $2M and bringing the position to 24,136 shares worth $8.07M. The position accounts for 0.51% of the portfolio, ranked #29.
Zions Bancorporation first reported a position in CRM in Q1 2015 and has held it in 37 quarters since. 3,102 funds tracked by Wall St. Rank hold CRM as of Q4 2024.
- Zions Bancorporation held 24,136 shares of Salesforce worth $8.07M as of Q4 2024.
- Zions Bancorporation bought 6,270 Salesforce shares in Q4 2024, an estimated $2M.
- Salesforce made up 0.51% of Zions Bancorporation's portfolio in Q4 2024, its #29 holding.
- Zions Bancorporation first reported a position in Salesforce in Q1 2015 and has held it in 37 quarters since.
- 3,102 funds tracked by Wall St. Rank held Salesforce as of Q4 2024.
Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.