Bank & Trust Company’s Salesforce CRM Stock Holding History

Bank & Trust Company’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	$46.8K	Hold	299	–	–	0.03%	163
2026 Q1	$55.8K	Buy	299 +109	+57%	+$22.6K	0.04%	157
2025 Q4	$50.3K	Hold	190	–	–	0.04%	158
2025 Q3	$45K	Hold	190	–	–	0.03%	156
2025 Q2	$51.8K	Hold	190	–	–	0.04%	153
2025 Q1	$51K	Hold	190	–	–	0.04%	148
2024 Q4	$63.5K	Sell	190 -5	-3%	-$1.6K	0.05%	137
2024 Q3	$53.4K	Buy	195 +15	+8%	+$3.84K	0.04%	147
2024 Q2	$46.3K	Buy	+180	New	+$48.2K	0.04%	149

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 & Trust Company's CRM Position: Q2 2026 in Review

Bank & Trust Company held its Salesforce (CRM) position steady in Q2 2026 at 299 shares worth $46.8K. The position accounts for 0.03% of the portfolio, ranked #163.

Bank & Trust Company first reported a position in CRM in Q2 2024 and has held it in 9 quarters since. The position peaked at $63.5K in Q4 2024. 1,098 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Bank & Trust Company held 299 shares of Salesforce worth $46.8K as of Q2 2026.
Bank & Trust Company left its Salesforce share count unchanged in Q2 2026.
Salesforce made up 0.03% of Bank & Trust Company's portfolio in Q2 2026, its #163 holding.
Bank & Trust Company first reported a position in Salesforce in Q2 2024 and has held it in 9 quarters since.
Bank & Trust Company's Salesforce position peaked at $63.5K in Q4 2024.
1,098 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Bank & Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.