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Bank of Jackson Hole Trust’s Salesforce CRM Stock Holding History

Bank of Jackson Hole Trust’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 		– Sell
-2,414
Closed -$451K – 100
2026
Q1 		$451K Sell
2,414
-46
-2% -$9.53K 0.22% 96
2025
Q4 		$652K Buy
2,460
+343
+16% +$85.2K 0.31% 73
2025
Q3 		$502K Buy
2,117
+1,505
+246% +$380K 0.25% 88
2025
Q2 		$167K Sell
612
-11
-2% -$2.94K 0.09% 138
2025
Q1 		$186K Hold
623
– – 0.12% 131
2024
Q4 		$208K Buy
+623
New +$199K 0.14% 117

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

Bank of Jackson Hole Trust's CRM Position: Q2 2026 in Review

Bank of Jackson Hole Trust sold out of Salesforce (CRM) in Q2 2026, closing a stake of 2,414 shares — an estimated $451K sold.

Bank of Jackson Hole Trust first reported a position in CRM in Q4 2024 and held it in 6 quarters. The position peaked at $652K in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Bank of Jackson Hole Trust reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Bank of Jackson Hole Trust sold 2,414 Salesforce shares in Q2 2026, an estimated $451K.
  • Bank of Jackson Hole Trust first reported a position in Salesforce in Q4 2024 and held it in 6 quarters.
  • Bank of Jackson Hole Trust's Salesforce position peaked at $652K in Q4 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Bank of Jackson Hole Trust's 13F filing for Q2 2026.