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Central Bank & Trust’s Salesforce CRM Stock Holding History

Central 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 		$633K Buy
4,042
+10
+0.2% +$1.76K 0.09% 129
2026
Q1 		$753K Buy
4,032
+131
+3% +$27.1K 0.12% 119
2025
Q4 		$1.03M Sell
3,901
-536
-12% -$133K 0.16% 108
2025
Q3 		$1.05M Sell
4,437
-2,029
-31% -$512K 0.17% 106
2025
Q2 		$1.76M Sell
6,466
-69
-1% -$18.4K 0.29% 75
2025
Q1 		$1.75M Buy
6,535
+207
+3% +$64.4K 0.29% 75
2024
Q4 		$2.12M Sell
6,328
-26
-0.4% -$8.3K 0.32% 68
2024
Q3 		$1.74M Sell
6,354
-6
-0.1% -$1.54K 0.24% 79
2024
Q2 		$1.64M Buy
6,360
+2,561
+67% +$685K 0.23% 75
2024
Q1 		$1.14M Buy
3,799
+1,267
+50% +$366K 0.16% 93
2023
Q4 		$666K Sell
2,532
-1,449
-36% -$328K 0.1% 123
2023
Q3 		$807K Sell
3,981
-155
-4% -$33.5K 0.14% 106
2023
Q2 		$874K Buy
4,136
+466
+13% +$95.1K 0.15% 105
2023
Q1 		$733K Buy
3,670
+87
+2% +$14.7K 0.13% 114
2022
Q4 		$475K Sell
3,583
-27
-0.7% -$3.94K 0.09% 132
2022
Q3 		$519K Sell
3,610
-1,529
-30% -$259K 0.11% 126
2022
Q2 		$848K Sell
5,139
-654
-11% -$116K 0.17% 102
2022
Q1 		$1.23M Sell
5,793
-160
-3% -$34.4K 0.2% 88
2021
Q4 		$1.51M Sell
5,953
-72
-1% -$20.2K 0.23% 80
2021
Q3 		$1.63M Sell
6,025
-58
-1% -$14.7K 0.27% 74
2021
Q2 		$1.49M Buy
6,083
+38
+0.6% +$8.76K 0.24% 78
2021
Q1 		$1.28M Sell
6,045
-140
-2% -$31.2K 0.22% 83
2020
Q4 		$1.38M Sell
6,185
-624
-9% -$152K 0.24% 82
2020
Q3 		$1.71M Sell
6,809
-546
-7% -$120K 0.32% 74
2020
Q2 		$1.38M Sell
7,355
-2,550
-26% -$430K 0.27% 79
2020
Q1 		$1.43M Sell
9,905
-1,087
-10% -$186K 0.34% 70
2019
Q4 		$1.79M Sell
10,992
-2,444
-18% -$383K 0.35% 71
2019
Q3 		$1.99M Sell
13,436
-1,082
-7% -$164K 0.43% 64
2019
Q2 		$2.2M Sell
14,518
-963
-6% -$151K 0.5% 57
2019
Q1 		$2.45M Buy
15,481
+681
+5% +$106K 0.55% 55
2018
Q4 		$2.03M Sell
14,800
-707
-5% -$97.3K 0.51% 55
2018
Q3 		$2.47M Sell
15,507
-2,078
-12% -$308K 0.57% 53
2018
Q2 		$2.4M Sell
17,585
-909
-5% -$116K 0.6% 59
2018
Q1 		$2.15M Sell
18,494
-2,165
-10% -$249K 0.54% 62
2017
Q4 		$2.11M Sell
20,659
-2,541
-11% -$259K 0.51% 62
2017
Q3 		$2.17M Sell
23,200
-432
-2% -$39.7K 0.54% 58
2017
Q2 		$2.05M Sell
23,632
-866
-4% -$75.4K 0.53% 58
2017
Q1 		$2.02M Sell
24,498
-3,164
-11% -$253K 0.52% 60
2016
Q4 		$1.89M Sell
27,662
-606
-2% -$44K 0.51% 60
2016
Q3 		$2.02M Sell
28,268
-2,500
-8% -$195K 0.57% 55
2016
Q2 		$2.44M Sell
30,768
-1,027
-3% -$80.6K 0.7% 49
2016
Q1 		$2.35M Sell
31,795
-2,471
-7% -$170K 0.66% 52
2015
Q4 		$2.69M Buy
34,266
+5,386
+19% +$421K 0.78% 44
2015
Q3 		$2M Buy
28,880
+1,950
+7% +$138K 0.66% 48
2015
Q2 		$1.88M Buy
26,930
+20,364
+310% +$1.45M 0.6% 56
2015
Q1 		$439K Buy
6,566
+2,836
+76% +$176K 0.15% 92
2014
Q4 		$221K Buy
3,730
+1,971
+112% +$116K 0.08% 122
2014
Q3 		$101K Sell
1,759
-36,768
-95% -$2.07M 0.04% 146
2014
Q2 		$2.13M Sell
38,527
-15,944
-29% -$861K 0.82% 43
2014
Q1 		$3.11M Buy
54,471
+15,944
+41% +$953K 1.21% 24
2013
Q4 		$2.13M Buy
+38,527
New +$2.06M 0.82% 43

Other funds holding CRM

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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Central Bank & Trust increased its Salesforce (CRM) stake by 0.25% in Q2 2026, buying an estimated $1.76K and bringing the position to 4,042 shares worth $633K. The position accounts for 0.09% of the portfolio, ranked #129.

Central Bank & Trust first reported a position in CRM in Q4 2013 and has held it in 51 quarters since. The position peaked at $3.11M in Q1 2014. 528 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Central Bank & Trust held 4,042 shares of Salesforce worth $633K as of Q2 2026.
  • Central Bank & Trust bought 10 Salesforce shares in Q2 2026, an estimated $1.76K.
  • Salesforce made up 0.09% of Central Bank & Trust's portfolio in Q2 2026, its #129 holding.
  • Central Bank & Trust first reported a position in Salesforce in Q4 2013 and has held it in 51 quarters since.
  • Central Bank & Trust's Salesforce position peaked at $3.11M in Q1 2014.
  • 528 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Central Bank & Trust's 13F filing for Q2 2026, filed 17 Jul 2026.