1SB
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1ST Source Bank’s Salesforce CRM Stock Holding History

1ST Source Bank’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
Q1 		$736K Sell
3,942
-1,987
-34% -$412K 0.04% 174
2025
Q4 		$1.57M Sell
5,929
-312
-5% -$77.5K 0.08% 107
2025
Q3 		$1.48M Sell
6,241
-239
-4% -$60.3K 0.08% 111
2025
Q2 		$1.77M Buy
6,480
+641
+11% +$171K 0.1% 100
2025
Q1 		$1.57M Buy
5,839
+370
+7% +$115K 0.09% 106
2024
Q4 		$1.83M Sell
5,469
-50
-0.9% -$16K 0.1% 99
2024
Q3 		$1.51M Sell
5,519
-50
-0.9% -$12.8K 0.09% 109
2024
Q2 		$1.43M Buy
5,569
+1,496
+37% +$400K 0.08% 108
2024
Q1 		$1.23M Sell
4,073
-25
-0.6% -$7.21K 0.07% 119
2023
Q4 		$1.08M Sell
4,098
-33
-0.8% -$7.47K 0.07% 124
2023
Q3 		$838K Sell
4,131
-173
-4% -$37.4K 0.06% 133
2023
Q2 		$909K Sell
4,304
-124
-3% -$25.3K 0.06% 135
2023
Q1 		$885K Sell
4,428
-215
-5% -$36.3K 0.06% 138
2022
Q4 		$616K Sell
4,643
-278
-6% -$40.6K 0.04% 164
2022
Q3 		$708K Sell
4,921
-308
-6% -$52.2K 0.05% 149
2022
Q2 		$863K Sell
5,229
-142
-3% -$25.1K 0.06% 138
2022
Q1 		$1.14M Sell
5,371
-15
-0.3% -$3.23K 0.07% 130
2021
Q4 		$1.37M Sell
5,386
-188
-3% -$52.8K 0.08% 116
2021
Q3 		$1.51M Buy
5,574
+182
+3% +$46.2K 0.1% 107
2021
Q2 		$1.32M Buy
5,392
+384
+8% +$88.5K 0.08% 118
2021
Q1 		$1.06M Buy
5,008
+610
+14% +$136K 0.07% 122
2020
Q4 		$979K Buy
4,398
+25
+0.6% +$6.08K 0.07% 127
2020
Q3 		$1.1M Buy
4,373
+25
+0.6% +$5.47K 0.09% 110
2020
Q2 		$815K Buy
4,348
+69
+2% +$11.6K 0.07% 128
2020
Q1 		$616K Buy
4,279
+501
+13% +$85.9K 0.06% 134
2019
Q4 		$614K Sell
3,778
-505
-12% -$79.2K 0.05% 147
2019
Q3 		$636K Sell
4,283
-149
-3% -$22.6K 0.05% 140
2019
Q2 		$673K Sell
4,432
-55
-1% -$8.62K 0.06% 133
2019
Q1 		$711K Sell
4,487
-226
-5% -$35K 0.06% 125
2018
Q4 		$646K Sell
4,713
-280
-6% -$38.5K 0.06% 122
2018
Q3 		$794K Sell
4,993
-64
-1% -$9.5K 0.06% 127
2018
Q2 		$690K Buy
5,057
+81
+2% +$10.3K 0.06% 131
2018
Q1 		$578K Buy
4,976
+883
+22% +$101K 0.05% 144
2017
Q4 		$419K Buy
4,093
+532
+15% +$54.2K 0.03% 161
2017
Q3 		$332K Hold
3,561
– – 0.03% 174
2017
Q2 		$308K Sell
3,561
-4
-0.1% -$348 0.03% 175
2017
Q1 		$294K Sell
3,565
-214
-6% -$17.1K 0.03% 182
2016
Q4 		$259K Buy
3,779
+355
+10% +$25.8K 0.02% 200
2016
Q3 		$244K Sell
3,424
-251
-7% -$19.6K 0.03% 202
2016
Q2 		$292K Sell
3,675
-135
-4% -$10.6K 0.03% 185
2016
Q1 		$281K Buy
3,810
+565
+17% +$38.9K 0.03% 181
2015
Q4 		$254K Buy
+3,245
New +$253K 0.03% 191

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

1ST Source Bank's CRM Position: Q1 2026 in Review

1ST Source Bank reduced its Salesforce (CRM) stake by 34% in Q1 2026, selling an estimated $412K and leaving 3,942 shares worth $736K. The position accounts for 0.04% of the portfolio, ranked #174.

1ST Source Bank first reported a position in CRM in Q4 2015 and has held it in 42 quarters since. The position peaked at $1.83M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • 1ST Source Bank held 3,942 shares of Salesforce worth $736K as of Q1 2026.
  • 1ST Source Bank sold 1,987 Salesforce shares in Q1 2026, an estimated $412K.
  • Salesforce made up 0.04% of 1ST Source Bank's portfolio in Q1 2026, its #174 holding.
  • 1ST Source Bank first reported a position in Salesforce in Q4 2015 and has held it in 42 quarters since.
  • 1ST Source Bank's Salesforce position peaked at $1.83M in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on 1ST Source Bank's 13F filing for Q1 2026, filed 4 May 2026.