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Blue Trust Inc’s Salesforce CRM Stock Holding History

Blue Trust Inc’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 		$1.6M Buy
10,232
+318
+3% +$55.9K 0.02% 214
2026
Q1 		$1.85M Sell
9,914
-211
-2% -$43.7K 0.02% 198
2025
Q4 		$2.68M Buy
10,125
+318
+3% +$79K 0.03% 156
2025
Q3 		$2.32M Sell
9,807
-133
-1% -$33.5K 0.03% 171
2025
Q2 		$2.71M Sell
9,940
-16
-0.2% -$4.28K 0.03% 147
2025
Q1 		$2.67M Buy
9,956
+865
+10% +$269K 0.03% 134
2024
Q4 		$3.04M Sell
9,091
-2,519
-22% -$804K 0.04% 116
2024
Q3 		$2.98M Buy
11,610
+3,065
+36% +$785K 0.04% 115
2024
Q2 		$2.57M Buy
8,545
+1,564
+22% +$419K 0.04% 112
2024
Q1 		$2.1M Sell
6,981
-1,299
-16% -$375K 0.03% 112
2023
Q4 		$1.68M Buy
8,280
+117
+1% +$26.5K 0.03% 122
2023
Q3 		$1.73M Buy
8,163
+590
+8% +$127K 0.03% 125
2023
Q2 		$1.51M Sell
7,573
-1,687
-18% -$344K 0.02% 131
2023
Q1 		$1.23M Sell
9,260
-638
-6% -$108K 0.02% 169
2022
Q4 		$1.42M Buy
9,898
+2,284
+30% +$333K 0.03% 148
2022
Q3 		$1.26M Buy
7,614
+456
+6% +$77.3K 0.02% 133
2022
Q2 		$1.52M Buy
+7,158
New +$1.26M 0.02% 111

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Blue Trust Inc's CRM Position: Q2 2026 in Review

Blue Trust Inc increased its Salesforce (CRM) stake by 3.2% in Q2 2026, buying an estimated $55.9K and bringing the position to 10,232 shares worth $1.6M. The position accounts for 0.02% of the portfolio, ranked #214.

Blue Trust Inc first reported a position in CRM in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.04M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Blue Trust Inc held 10,232 shares of Salesforce worth $1.6M as of Q2 2026.
  • Blue Trust Inc bought 318 Salesforce shares in Q2 2026, an estimated $55.9K.
  • Salesforce made up 0.02% of Blue Trust Inc's portfolio in Q2 2026, its #214 holding.
  • Blue Trust Inc first reported a position in Salesforce in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Salesforce position peaked at $3.04M in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.