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Cape Ann Savings Bank’s Salesforce CRM Stock Holding History

Cape Ann Savings Bank’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 		$323K Sell
2,059
-110
-5% -$19.3K 0.15% 94
2026
Q1 		$405K Hold
2,169
– – 0.2% 76
2025
Q4 		$575K Buy
2,169
+235
+12% +$58.4K 0.29% 62
2025
Q3 		$458K Buy
+1,934
New +$488K 0.24% 67

Other funds holding CRM

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Cape Ann Savings Bank's CRM Position: Q2 2026 in Review

Cape Ann Savings Bank reduced its Salesforce (CRM) stake by 5.1% in Q2 2026, selling an estimated $19.3K and leaving 2,059 shares worth $323K. The position accounts for 0.15% of the portfolio, ranked #94.

Cape Ann Savings Bank first reported a position in CRM in Q3 2025 and has held it in 4 quarters since. The position peaked at $575K in Q4 2025. 1,446 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Cape Ann Savings Bank held 2,059 shares of Salesforce worth $323K as of Q2 2026.
  • Cape Ann Savings Bank sold 110 Salesforce shares in Q2 2026, an estimated $19.3K.
  • Salesforce made up 0.15% of Cape Ann Savings Bank's portfolio in Q2 2026, its #94 holding.
  • Cape Ann Savings Bank first reported a position in Salesforce in Q3 2025 and has held it in 4 quarters since.
  • Cape Ann Savings Bank's Salesforce position peaked at $575K in Q4 2025.
  • 1,446 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Cape Ann Savings Bank's 13F filing for Q2 2026, filed 4 Aug 2026.