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Cetera Trust Company’s Salesforce CRM Stock Holding History

Cetera Trust Company’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 		$1.38M Sell
8,801
-75
-0.8% -$13.2K 0.69% 40
2026
Q1 		$1.66M Sell
8,876
-570
-6% -$118K 0.94% 28
2025
Q4 		$2.5M Buy
9,446
+10
+0.1% +$2.48K 1.34% 22
2025
Q3 		$2.24M Buy
9,436
+25
+0.3% +$6.3K 1.25% 22
2025
Q2 		$2.57M Sell
9,411
-25
-0.3% -$6.68K 1.53% 18
2025
Q1 		$2.53M Sell
9,436
-150
-2% -$46.7K 1.61% 17
2024
Q4 		$3.2M Sell
9,586
-5
-0.1% -$1.6K 2.08% 9
2024
Q3 		$2.63M Sell
9,591
-415
-4% -$106K 1.61% 16
2024
Q2 		$2.57M Sell
10,006
-910
-8% -$244K 1.62% 16
2024
Q1 		$3.29M Sell
10,916
-475
-4% -$137K 1.98% 8
2023
Q4 		$3M Buy
+11,391
New +$2.58M 1.87% 10

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Cetera Trust Company's CRM Position: Q2 2026 in Review

Cetera Trust Company reduced its Salesforce (CRM) stake by 0.84% in Q2 2026, selling an estimated $13.2K and leaving 8,801 shares worth $1.38M. The position accounts for 0.69% of the portfolio, ranked #40.

Cetera Trust Company first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.29M in Q1 2024. 2,483 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Cetera Trust Company held 8,801 shares of Salesforce worth $1.38M as of Q2 2026.
  • Cetera Trust Company sold 75 Salesforce shares in Q2 2026, an estimated $13.2K.
  • Salesforce made up 0.69% of Cetera Trust Company's portfolio in Q2 2026, its #40 holding.
  • Cetera Trust Company first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • Cetera Trust Company's Salesforce position peaked at $3.29M in Q1 2024.
  • 2,483 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Cetera Trust Company's 13F filing for Q2 2026, filed 13 Aug 2026.