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Berkshire Bank’s Salesforce CRM Stock Holding History

Berkshire Bank’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 		$625K Sell
3,988
-290
-7% -$51K 0.12% 99
2026
Q1 		$799K Sell
4,278
-858
-17% -$178K 0.16% 83
2025
Q4 		$1.36M Sell
5,136
-1,249
-20% -$310K 0.28% 66
2025
Q3 		$1.51M Sell
6,385
-451
-7% -$114K 0.33% 60
2025
Q2 		$1.86M Sell
6,836
-121
-2% -$32.3K 0.43% 54
2025
Q1 		$1.87M Sell
6,957
-278
-4% -$86.5K 0.45% 50
2024
Q4 		$2.42M Sell
7,235
-162
-2% -$51.7K 0.56% 43
2024
Q3 		$2.02M Buy
7,397
+25
+0.3% +$6.4K 0.47% 48
2024
Q2 		$1.9M Sell
7,372
-411
-5% -$110K 0.48% 45
2024
Q1 		$2.34M Sell
7,783
-90
-1% -$26K 0.58% 42
2023
Q4 		$2.07M Sell
7,873
-26
-0.3% -$5.88K 0.55% 41
2023
Q3 		$1.6M Buy
7,899
+58
+0.7% +$12.5K 0.46% 48
2023
Q2 		$1.66M Sell
7,841
-1,337
-15% -$273K 0.46% 52
2023
Q1 		$1.83M Sell
9,178
-710
-7% -$120K 0.54% 44
2022
Q4 		$1.31M Sell
9,888
-3,380
-25% -$493K 0.4% 58
2022
Q3 		$1.91M Buy
13,268
+1,001
+8% +$170K 0.58% 46
2022
Q2 		$2.02M Buy
12,267
+350
+3% +$61.8K 0.59% 46
2022
Q1 		$2.53M Buy
11,917
+701
+6% +$151K 0.6% 43
2021
Q4 		$2.85M Buy
11,216
+441
+4% +$124K 0.63% 40
2021
Q3 		$2.92M Sell
10,775
-41
-0.4% -$10.4K 0.71% 40
2021
Q2 		$2.64M Sell
10,816
-1,316
-11% -$303K 0.64% 39
2021
Q1 		$2.57M Sell
12,132
-243
-2% -$54.1K 0.65% 40
2020
Q4 		$2.75M Buy
12,375
+370
+3% +$90K 0.69% 40
2020
Q3 		$3.02M Buy
+12,005
New +$2.63M 0.8% 33

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
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

Berkshire Bank's CRM Position: Q2 2026 in Review

Berkshire Bank reduced its Salesforce (CRM) stake by 6.8% in Q2 2026, selling an estimated $51K and leaving 3,988 shares worth $625K. The position accounts for 0.12% of the portfolio, ranked #99.

Berkshire Bank first reported a position in CRM in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.02M in Q3 2020. 1,144 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Berkshire Bank held 3,988 shares of Salesforce worth $625K as of Q2 2026.
  • Berkshire Bank sold 290 Salesforce shares in Q2 2026, an estimated $51K.
  • Salesforce made up 0.12% of Berkshire Bank's portfolio in Q2 2026, its #99 holding.
  • Berkshire Bank first reported a position in Salesforce in Q3 2020 and has held it in 24 quarters since.
  • Berkshire Bank's Salesforce position peaked at $3.02M in Q3 2020.
  • 1,144 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Berkshire Bank's 13F filing for Q2 2026, filed 8 Jul 2026.