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Canandaigua National Bank & Trust’s Salesforce CRM Stock Holding History

Canandaigua National Bank & Trust’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 		$2.33M Buy
+14,900
New +$2.62M 0.2% 105
2025
Q4 		$3.46M Buy
13,078
+1,103
+9% +$274K 0.31% 68
2025
Q3 		$2.84M Buy
11,975
+576
+5% +$145K 0.25% 87
2025
Q2 		$3.11M Sell
11,399
-272
-2% -$72.7K 0.29% 82
2025
Q1 		$3.13M Buy
11,671
+339
+3% +$105K 0.31% 75
2024
Q4 		$3.79M Buy
11,332
+344
+3% +$110K 0.37% 64
2024
Q3 		$3.01M Sell
10,988
-5,206
-32% -$1.33M 0.29% 83
2024
Q2 		$4.16M Sell
16,194
-863
-5% -$231K 0.45% 51
2024
Q1 		$5.14M Sell
17,057
-955
-5% -$276K 0.76% 36
2023
Q4 		$4.74M Buy
18,012
+1,360
+8% +$308K 0.73% 36
2023
Q3 		$3.38M Buy
16,652
+1,602
+11% +$346K 0.55% 49
2023
Q2 		$3.18M Sell
15,050
-3,355
-18% -$685K 0.52% 52
2023
Q1 		$3.68M Buy
+18,405
New +$3.11M 0.62% 43
2020
Q1 		$2.37M Buy
16,433
+6,479
+65% +$1.11M 0.5% 60
2019
Q4 		$1.62M Buy
9,954
+6,553
+193% +$1.03M 0.27% 99
2019
Q3 		$505K Buy
+3,401
New +$517K 0.09% 165

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
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
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

Canandaigua National Bank & Trust's CRM Position: Q2 2026 in Review

Canandaigua National Bank & Trust opened a new position in Salesforce (CRM) in Q2 2026: 14,900 shares worth $2.33M. The stake represents 0.2% of the portfolio and ranks #105 among its holdings. This is a return to the name: Canandaigua National Bank & Trust previously reported a position in CRM as recently as Q4 2025.

Canandaigua National Bank & Trust first reported a position in CRM in Q3 2019 and has held it in 16 quarters since. The position peaked at $5.14M in Q1 2024. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Canandaigua National Bank & Trust held 14,900 shares of Salesforce worth $2.33M as of Q2 2026.
  • Salesforce was a new Canandaigua National Bank & Trust position in Q2 2026.
  • Salesforce made up 0.2% of Canandaigua National Bank & Trust's portfolio in Q2 2026, its #105 holding.
  • Canandaigua National Bank & Trust first reported a position in Salesforce in Q3 2019 and has held it in 16 quarters since.
  • Canandaigua National Bank & Trust's Salesforce position peaked at $5.14M in Q1 2024.
  • 1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Canandaigua National Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.