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Boston Trust Walden’s Salesforce CRM Stock Holding History

Boston Trust Walden’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 		$402K Sell
2,563
-400
-13% -$70.3K ﹤0.01% 352
2026
Q1 		$553K Sell
2,963
-159
-5% -$32.9K ﹤0.01% 322
2025
Q4 		$827K Hold
3,122
– – 0.01% 293
2025
Q3 		$740K Buy
3,122
+36
+1% +$9.08K 0.01% 301
2025
Q2 		$842K Buy
3,086
+1,030
+50% +$275K 0.01% 285
2025
Q1 		$552K Hold
2,056
– – ﹤0.01% 311
2024
Q4 		$687K Buy
2,056
+17
+0.8% +$5.42K ﹤0.01% 301
2024
Q3 		$558K Hold
2,039
– – ﹤0.01% 313
2024
Q2 		$524K Sell
2,039
-24
-1% -$6.42K ﹤0.01% 315
2024
Q1 		$621K Hold
2,063
– – ﹤0.01% 307
2023
Q4 		$543K Sell
2,063
-239
-10% -$54.1K ﹤0.01% 311
2023
Q3 		$467K Hold
2,302
– – ﹤0.01% 313
2023
Q2 		$486K Sell
2,302
-109
-5% -$22.3K ﹤0.01% 316
2023
Q1 		$482K Sell
2,411
-532
-18% -$89.9K ﹤0.01% 314
2022
Q4 		$390K Buy
2,943
+532
+22% +$77.6K ﹤0.01% 324
2022
Q3 		$347K Buy
2,411
+160
+7% +$27.1K ﹤0.01% 319
2022
Q2 		$372K Buy
2,251
+534
+31% +$94.4K ﹤0.01% 323
2022
Q1 		$365K Hold
1,717
– – ﹤0.01% 334
2021
Q4 		$436K Buy
1,717
+280
+19% +$78.7K ﹤0.01% 338
2021
Q3 		$390K Hold
1,437
– – ﹤0.01% 336
2021
Q2 		$351K Hold
1,437
– – ﹤0.01% 347
2021
Q1 		$304K Hold
1,437
– – ﹤0.01% 344
2020
Q4 		$320K Buy
1,437
+100
+7% +$24.3K ﹤0.01% 343
2020
Q3 		$336K Sell
1,337
-82
-6% -$17.9K ﹤0.01% 338
2020
Q2 		$266K Hold
1,419
– – ﹤0.01% 342
2020
Q1 		$204K Sell
1,419
-138
-9% -$23.7K ﹤0.01% 344
2019
Q4 		$253K Buy
+1,557
New +$244K ﹤0.01% 364
2019
Q3 		– Sell
-1,337
Closed -$203K – 379
2019
Q2 		$203K Buy
1,337
+24
+2% +$3.76K ﹤0.01% 375
2019
Q1 		$208K Buy
+1,313
New +$204K ﹤0.01% 375
2018
Q4 		– Sell
-1,313
Closed -$209K – 377
2018
Q3 		$209K Buy
+1,313
New +$195K ﹤0.01% 374

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Boston Trust Walden's CRM Position: Q2 2026 in Review

Boston Trust Walden reduced its Salesforce (CRM) stake by 13% in Q2 2026, selling an estimated $70.3K and leaving 2,563 shares worth $402K. The position accounts for ﹤0.01% of the portfolio, ranked #352.

Boston Trust Walden first reported a position in CRM in Q3 2018 and has held it in 30 quarters since. The position peaked at $842K in Q2 2025. 1,029 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Boston Trust Walden held 2,563 shares of Salesforce worth $402K as of Q2 2026.
  • Boston Trust Walden sold 400 Salesforce shares in Q2 2026, an estimated $70.3K.
  • Salesforce made up ﹤0.01% of Boston Trust Walden's portfolio in Q2 2026, its #352 holding.
  • Boston Trust Walden first reported a position in Salesforce in Q3 2018 and has held it in 30 quarters since.
  • Boston Trust Walden's Salesforce position peaked at $842K in Q2 2025.
  • 1,029 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Boston Trust Walden's 13F filing for Q2 2026, filed 24 Jul 2026.