Bank of Stockton’s Salesforce CRM Stock Holding History

Bank of Stockton’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	$250K	Sell	1,597 -2	-0.1%	-$352	0.07%	117
2026 Q1	$298K	Buy	1,599 +378	+31%	+$78.3K	0.09%	118
2025 Q4	$323K	Sell	1,221 -115	-9%	-$28.6K	0.09%	113
2025 Q3	$317K	Sell	1,336 -112	-8%	-$28.2K	0.09%	115
2025 Q2	$395K	Buy	1,448 +26	+2%	+$6.95K	0.12%	96
2025 Q1	$382K	Buy	1,422 +53	+4%	+$16.5K	0.12%	102
2024 Q4	$458K	Buy	1,369 +156	+13%	+$49.8K	0.14%	91
2024 Q3	$332K	Sell	1,213 -238	-16%	-$61K	0.1%	117
2024 Q2	$373K	Buy	1,451 +538	+59%	+$144K	0.12%	103
2024 Q1	$275K	Buy	+913	New	+$263K	0.08%	116

Other funds holding CRM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Bank of Stockton's CRM Position: Q2 2026 in Review

Bank of Stockton reduced its Salesforce (CRM) stake by 0.13% in Q2 2026, selling an estimated $352 and leaving 1,597 shares worth $250K. The position accounts for 0.07% of the portfolio, ranked #117.

Bank of Stockton first reported a position in CRM in Q1 2024 and has held it in 10 quarters since. The position peaked at $458K in Q4 2024. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Bank of Stockton held 1,597 shares of Salesforce worth $250K as of Q2 2026.
Bank of Stockton sold 2 Salesforce shares in Q2 2026, an estimated $352.
Salesforce made up 0.07% of Bank of Stockton's portfolio in Q2 2026, its #117 holding.
Bank of Stockton first reported a position in Salesforce in Q1 2024 and has held it in 10 quarters since.
Bank of Stockton's Salesforce position peaked at $458K in Q4 2024.
1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Bank of Stockton's 13F filing for Q2 2026, filed 29 Jul 2026.