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AMG National Trust Bank’s Salesforce CRM Stock Holding History

AMG National Trust 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
Q2 		$2.07M Buy
13,187
+5,330
+68% +$937K 0.04% 185
2026
Q1 		$1.47M Sell
7,857
-8,378
-52% -$1.74M 0.03% 267
2025
Q4 		$4.3M Buy
16,235
+8,268
+104% +$2.05M 0.1% 118
2025
Q3 		$1.89M Buy
7,967
+530
+7% +$134K 0.05% 215
2025
Q2 		$2.03M Buy
7,437
+273
+4% +$73K 0.05% 203
2025
Q1 		$1.92M Sell
7,164
-1,121
-14% -$349K 0.05% 199
2024
Q4 		$2.78M Sell
8,285
-40
-0.5% -$12.8K 0.08% 154
2024
Q3 		$2.28M Sell
8,325
-344
-4% -$88.1K 0.06% 184
2024
Q2 		$2.23M Buy
8,669
+183
+2% +$49K 0.06% 190
2024
Q1 		$2.56M Buy
8,486
+213
+3% +$61.5K 0.07% 168
2023
Q4 		$2.18M Buy
8,273
+826
+11% +$187K 0.07% 174
2023
Q3 		$1.51M Buy
7,447
+2,500
+51% +$540K 0.05% 206
2023
Q2 		$1.05M Buy
4,947
+3,152
+176% +$643K 0.03% 269
2023
Q1 		$359K Sell
1,795
-195
-10% -$32.9K 0.01% 378
2022
Q4 		$264K Sell
1,990
-2,031
-51% -$296K 0.01% 403
2022
Q3 		$578K Buy
4,021
+743
+23% +$126K 0.02% 323
2022
Q2 		$603K Sell
3,278
-787
-19% -$139K 0.02% 310
2022
Q1 		$863K Sell
4,065
-106
-3% -$22.8K 0.03% 290
2021
Q4 		$1.06M Sell
4,171
-240
-5% -$67.4K 0.03% 268
2021
Q3 		$1.2M Buy
4,411
+169
+4% +$42.9K 0.04% 245
2021
Q2 		$1.04M Sell
4,242
-45
-1% -$10.4K 0.03% 275
2021
Q1 		$908K Buy
4,287
+198
+5% +$44.1K 0.03% 286
2020
Q4 		$910K Buy
4,089
+1,434
+54% +$349K 0.03% 265
2020
Q3 		$667K Buy
2,655
+397
+18% +$86.9K 0.03% 282
2020
Q2 		$423K Buy
+2,258
New +$380K 0.02% 335

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AMG National Trust Bank's CRM Position: Q2 2026 in Review

AMG National Trust Bank increased its Salesforce (CRM) stake by 68% in Q2 2026, buying an estimated $937K and bringing the position to 13,187 shares worth $2.07M. The position accounts for 0.04% of the portfolio, ranked #185.

AMG National Trust Bank first reported a position in CRM in Q2 2020 and has held it in 25 quarters since. The position peaked at $4.3M in Q4 2025. 1,527 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • AMG National Trust Bank held 13,187 shares of Salesforce worth $2.07M as of Q2 2026.
  • AMG National Trust Bank bought 5,330 Salesforce shares in Q2 2026, an estimated $937K.
  • Salesforce made up 0.04% of AMG National Trust Bank's portfolio in Q2 2026, its #185 holding.
  • AMG National Trust Bank first reported a position in Salesforce in Q2 2020 and has held it in 25 quarters since.
  • AMG National Trust Bank's Salesforce position peaked at $4.3M in Q4 2025.
  • 1,527 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on AMG National Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.