BankPlus Trust Department’s Salesforce CRM Stock Holding History

BankPlus Trust Department’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	$550K	Sell	3,512 -7,970	-69%	-$1.4M	0.13%	126
2026 Q1	$2.14M	Buy	11,482 +3,397	+42%	+$704K	0.57%	43
2025 Q4	$2.14M	Buy	8,085 +872	+12%	+$217K	0.56%	41
2025 Q3	$1.71M	Buy	7,213 +145	+2%	+$36.6K	0.46%	51
2025 Q2	$1.93M	Buy	7,068 +158	+2%	+$42.2K	0.57%	45
2025 Q1	$1.85M	Buy	6,910 +138	+2%	+$42.9K	0.62%	40
2024 Q4	$2.26M	Buy	+6,772	New	+$2.16M	0.74%	27

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BankPlus Trust Department's CRM Position: Q2 2026 in Review

BankPlus Trust Department reduced its Salesforce (CRM) stake by 69% in Q2 2026, selling an estimated $1.4M and leaving 3,512 shares worth $550K. The position accounts for 0.13% of the portfolio, ranked #126.

BankPlus Trust Department first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.26M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

BankPlus Trust Department held 3,512 shares of Salesforce worth $550K as of Q2 2026.
BankPlus Trust Department sold 7,970 Salesforce shares in Q2 2026, an estimated $1.4M.
Salesforce made up 0.13% of BankPlus Trust Department's portfolio in Q2 2026, its #126 holding.
BankPlus Trust Department first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
BankPlus Trust Department's Salesforce position peaked at $2.26M in Q4 2024.
2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.