BOM
CRM icon

Bank of Marin’s Salesforce CRM Stock Holding History

Bank of Marin’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 		$523K Sell
2,800
-1,716
-38% -$356K 0.38% 79
2025
Q4 		$1.2M Sell
4,516
-70
-2% -$17.4K 0.83% 35
2025
Q3 		$1.09M Buy
4,586
+136
+3% +$34.3K 0.77% 38
2025
Q2 		$1.21M Buy
4,450
+57
+1% +$15.2K 0.92% 29
2025
Q1 		$1.18M Buy
4,393
+232
+6% +$72.2K 1.5% 17
2024
Q4 		$1.39M Sell
4,161
-57
-1% -$18.2K 1.1% 24
2024
Q3 		$1.15M Buy
4,218
+9
+0.2% +$2.31K 0.93% 29
2024
Q2 		$1.08M Sell
4,209
-132
-3% -$35.3K 0.93% 27
2024
Q1 		$1.31M Sell
4,341
-294
-6% -$84.8K 1.15% 25
2023
Q4 		$1.22M Sell
4,635
-292
-6% -$66.1K 1.09% 24
2023
Q3 		$999K Sell
4,927
-352
-7% -$76.1K 0.97% 30
2023
Q2 		$1.12M Sell
5,279
-216
-4% -$44.1K 1.04% 25
2023
Q1 		$1.1M Buy
5,495
+239
+5% +$40.4K 1.05% 25
2022
Q4 		$697K Sell
5,256
-3,823
-42% -$558K 0.65% 59
2022
Q3 		$1.31M Sell
9,079
-398
-4% -$67.5K 1.29% 20
2022
Q2 		$1.56M Sell
9,477
-1,336
-12% -$236K 1.38% 18
2022
Q1 		$2.3M Sell
10,813
-377
-3% -$81.1K 1.67% 12
2021
Q4 		$2.84M Sell
11,190
-761
-6% -$214K 1.89% 10
2021
Q3 		$3.24M Sell
11,951
-49
-0.4% -$12.4K 2.37% 5
2021
Q2 		$2.93M Buy
12,000
+43
+0.4% +$9.91K 2.14% 6
2021
Q1 		$2.53M Buy
11,957
+1,962
+20% +$437K 2% 8
2020
Q4 		$2.22M Buy
9,995
+376
+4% +$91.4K 1.87% 7
2020
Q3 		$2.42M Buy
9,619
+285
+3% +$62.4K 2.48% 6
2020
Q2 		$1.75M Buy
9,334
+2,198
+31% +$370K 2% 9
2020
Q1 		$1.03M Hold
7,136
– – 1.4% 21
2019
Q4 		$1.16M Buy
+7,136
New +$1.12M 1.17% 25

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

Bank of Marin's CRM Position: Q1 2026 in Review

Bank of Marin reduced its Salesforce (CRM) stake by 38% in Q1 2026, selling an estimated $356K and leaving 2,800 shares worth $523K. The position accounts for 0.38% of the portfolio, ranked #79.

Bank of Marin first reported a position in CRM in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.24M in Q3 2021. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Bank of Marin held 2,800 shares of Salesforce worth $523K as of Q1 2026.
  • Bank of Marin sold 1,716 Salesforce shares in Q1 2026, an estimated $356K.
  • Salesforce made up 0.38% of Bank of Marin's portfolio in Q1 2026, its #79 holding.
  • Bank of Marin first reported a position in Salesforce in Q4 2019 and has held it in 26 quarters since.
  • Bank of Marin's Salesforce position peaked at $3.24M in Q3 2021.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Bank of Marin's 13F filing for Q1 2026, filed 14 May 2026.