Boston Trust Walden’s Salesforce CRM Stock Holding History
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
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. 2,484 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.
- 2,484 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.