Canandaigua National Corp’s Salesforce CRM Stock Holding History

Canandaigua National Corp’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 Q1	$3.03M	Buy	+16,253	New	+$3.37M	0.27%	77
2022 Q4	$2.13M	Buy	16,100 +2,514	+19%	+$367K	0.36%	82
2022 Q3	$1.95M	Buy	13,586 +557	+4%	+$94.4K	0.35%	84
2022 Q2	$2.15M	Sell	13,029 -79	-0.6%	-$14K	0.38%	76
2022 Q1	$2.78M	Buy	13,108 +71	+0.5%	+$15.3K	0.42%	71
2021 Q4	$3.31M	Sell	13,037 -48	-0.4%	-$13.5K	0.49%	60
2021 Q3	$3.55M	Buy	13,085 +484	+4%	+$123K	0.58%	53
2021 Q2	$3.08M	Sell	12,601 -71	-0.6%	-$16.4K	0.5%	60
2021 Q1	$2.69M	Sell	12,672 -1,124	-8%	-$250K	0.45%	67
2020 Q4	$3.07M	Sell	13,796 -371	-3%	-$90.2K	0.54%	58
2020 Q3	$3.56M	Sell	14,167 -930	-6%	-$204K	0.63%	48
2020 Q2	$2.83M	Buy	+15,097	New	+$2.54M	0.52%	59

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Canandaigua National Corp's CRM Position: Q1 2026 in Review

Canandaigua National Corp opened a new position in Salesforce (CRM) in Q1 2026: 16,253 shares worth $3.03M. The stake represents 0.27% of the portfolio and ranks #77 among its holdings. This is a return to the name: Canandaigua National Corp previously reported a position in CRM as recently as Q4 2022.

Canandaigua National Corp first reported a position in CRM in Q2 2020 and has held it in 12 quarters since. The position peaked at $3.56M in Q3 2020. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Canandaigua National Corp held 16,253 shares of Salesforce worth $3.03M as of Q1 2026.
Salesforce was a new Canandaigua National Corp position in Q1 2026.
Salesforce made up 0.27% of Canandaigua National Corp's portfolio in Q1 2026, its #77 holding.
Canandaigua National Corp first reported a position in Salesforce in Q2 2020 and has held it in 12 quarters since.
Canandaigua National Corp's Salesforce position peaked at $3.56M in Q3 2020.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Canandaigua National Corp's 13F filing for Q1 2026, filed 8 Apr 2026.