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Atlantic Union Bankshares’s Salesforce CRM Stock Holding History

Atlantic Union Bankshares’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 		$1.8M Sell
11,474
-7,608
-40% -$1.34M 0.03% 299
2026
Q1 		$3.56M Sell
19,082
-21,822
-53% -$4.52M 0.07% 223
2025
Q4 		$10.8M Sell
40,904
-3,648
-8% -$907K 0.2% 107
2025
Q3 		$10.6M Sell
44,552
-10,392
-19% -$2.62M 0.2% 111
2025
Q2 		$15M Buy
54,944
+27,603
+101% +$7.38M 0.34% 76
2025
Q1 		$7.34M Sell
27,341
-17
-0.1% -$5.29K 0.44% 64
2024
Q4 		$9.15M Buy
27,358
+723
+3% +$231K 0.53% 52
2024
Q3 		$7.29M Buy
26,635
+4,564
+21% +$1.17M 0.42% 68
2024
Q2 		$5.67M Buy
22,071
+13,003
+143% +$3.48M 0.35% 70
2024
Q1 		$2.73M Sell
9,068
-218
-2% -$62.9K 0.23% 93
2023
Q4 		$2.44M Sell
9,286
-1,551
-14% -$351K 0.23% 96
2023
Q3 		$2.2M Sell
10,837
-1,461
-12% -$316K 0.23% 97
2023
Q2 		$2.6M Sell
12,298
-4,650
-27% -$949K 0.26% 88
2023
Q1 		$3.39M Sell
16,948
-1,889
-10% -$319K 0.35% 80
2022
Q4 		$2.5M Sell
18,837
-4,688
-20% -$684K 0.27% 96
2022
Q3 		$3.38M Sell
23,525
-253
-1% -$42.9K 0.39% 73
2022
Q2 		$3.92M Sell
23,778
-96
-0.4% -$17K 0.4% 73
2022
Q1 		$5.07M Buy
23,874
+1,853
+8% +$399K 0.44% 69
2021
Q4 		$5.6M Buy
22,021
+2,815
+15% +$791K 0.47% 65
2021
Q3 		$5.21M Buy
19,206
+12,049
+168% +$3.06M 0.49% 64
2021
Q2 		$1.75M Buy
7,157
+5,926
+481% +$1.37M 0.17% 113
2021
Q1 		$261K Hold
1,231
– – 0.03% 234
2020
Q4 		$274K Hold
1,231
– – 0.03% 240
2020
Q3 		$309K Sell
1,231
-12
-1% -$2.63K 0.04% 205
2020
Q2 		$233K Buy
+1,243
New +$209K 0.03% 236

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Atlantic Union Bankshares's CRM Position: Q2 2026 in Review

Atlantic Union Bankshares reduced its Salesforce (CRM) stake by 40% in Q2 2026, selling an estimated $1.34M and leaving 11,474 shares worth $1.8M. The position accounts for 0.03% of the portfolio, ranked #299.

Atlantic Union Bankshares first reported a position in CRM in Q2 2020 and has held it in 25 quarters since. The position peaked at $15M in Q2 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Atlantic Union Bankshares held 11,474 shares of Salesforce worth $1.8M as of Q2 2026.
  • Atlantic Union Bankshares sold 7,608 Salesforce shares in Q2 2026, an estimated $1.34M.
  • Salesforce made up 0.03% of Atlantic Union Bankshares's portfolio in Q2 2026, its #299 holding.
  • Atlantic Union Bankshares first reported a position in Salesforce in Q2 2020 and has held it in 25 quarters since.
  • Atlantic Union Bankshares's Salesforce position peaked at $15M in Q2 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.