Canandaigua National Trust of Florida’s Salesforce CRM Stock Holding History

Canandaigua National Trust of Florida’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	$769K	Buy	4,122 +893	+28%	+$185K	0.62%	35
2025 Q4	$855K	Sell	3,229 -229	-7%	-$56.9K	0.54%	44
2025 Q3	$820K	Buy	3,458 +196	+6%	+$49.4K	0.65%	38
2025 Q2	$890K	Buy	3,262 +62	+2%	+$16.6K	0.63%	38
2025 Q1	$859K	Buy	3,200 +60	+2%	+$18.7K	0.76%	31
2024 Q4	$1.05M	Sell	3,140 -5	-0.2%	-$1.6K	0.82%	28
2024 Q3	$861K	Buy	+3,145	New	+$806K	0.74%	31

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 Trust of Florida's CRM Position: Q1 2026 in Review

Canandaigua National Trust of Florida increased its Salesforce (CRM) stake by 28% in Q1 2026, buying an estimated $185K and bringing the position to 4,122 shares worth $769K. The position accounts for 0.62% of the portfolio, ranked #35.

Canandaigua National Trust of Florida first reported a position in CRM in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.05M in Q4 2024. 2,677 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Canandaigua National Trust of Florida held 4,122 shares of Salesforce worth $769K as of Q1 2026.
Canandaigua National Trust of Florida bought 893 Salesforce shares in Q1 2026, an estimated $185K.
Salesforce made up 0.62% of Canandaigua National Trust of Florida's portfolio in Q1 2026, its #35 holding.
Canandaigua National Trust of Florida first reported a position in Salesforce in Q3 2024 and has held it in 7 quarters since.
Canandaigua National Trust of Florida's Salesforce position peaked at $1.05M in Q4 2024.
2,677 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

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