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Chicago Trust’s Salesforce CRM Stock Holding History

Chicago 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
Q3 		$990K Buy
4,314
+2,258
+110% +$466K 0.14% 146
2026
Q2 		$322K Sell
2,056
-1,117
-35% -$196K 0.05% 313
2026
Q1 		$592K Sell
3,173
-63
-2% -$13.1K 0.09% 210
2025
Q4 		$857K Sell
3,236
-1,755
-35% -$436K 0.13% 148
2025
Q3 		$1.18M Sell
4,991
-2,239
-31% -$565K 0.16% 113
2025
Q2 		$1.97M Buy
7,230
+406
+6% +$109K 0.28% 79
2025
Q1 		$1.83M Buy
6,824
+17
+0.2% +$5.29K 0.32% 76
2024
Q4 		$2.28M Sell
6,807
-233
-3% -$74.4K 0.4% 61
2024
Q3 		$1.93M Buy
7,040
+1,326
+23% +$340K 0.33% 77
2024
Q2 		$1.47M Buy
5,714
+82
+1% +$21.9K 0.3% 80
2024
Q1 		$1.7M Buy
5,632
+261
+5% +$75.3K 0.35% 75
2023
Q4 		$1.41M Sell
5,371
-457
-8% -$103K 0.31% 77
2023
Q3 		$1.18M Buy
5,828
+42
+0.7% +$9.08K 0.3% 86
2023
Q2 		$1.22M Buy
5,786
+651
+13% +$133K 0.29% 88
2023
Q1 		$1.03M Buy
5,135
+591
+13% +$100K 0.26% 99
2022
Q4 		$602K Buy
4,544
+17
+0.4% +$2.48K 0.15% 153
2022
Q3 		$651K Buy
4,527
+60
+1% +$10.2K 0.17% 135
2022
Q2 		$738K Buy
4,467
+20
+0.4% +$3.53K 0.19% 129
2022
Q1 		$944K Sell
4,447
-37
-0.8% -$7.96K 0.2% 123
2021
Q4 		$1.14M Sell
4,484
-15
-0.3% -$4.22K 0.23% 119
2021
Q3 		$1.22M Buy
4,499
+2,950
+190% +$749K 0.27% 105
2021
Q2 		$378K Buy
+1,549
New +$357K 0.09% 213
2021
Q1 		– Sell
-1,897
Closed -$422K – 214
2020
Q4 		$422K Buy
+1,897
New +$461K 0.15% 143

Other funds holding CRM

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Chicago Trust's CRM Position: Q3 2026 in Review

Chicago Trust increased its Salesforce (CRM) stake by 110% in Q3 2026, buying an estimated $466K and bringing the position to 4,314 shares worth $990K. The position accounts for 0.14% of the portfolio, ranked #146.

Chicago Trust first reported a position in CRM in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.28M in Q4 2024. 1,462 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Chicago Trust held 4,314 shares of Salesforce worth $990K as of Q3 2026.
  • Chicago Trust bought 2,258 Salesforce shares in Q3 2026, an estimated $466K.
  • Salesforce made up 0.14% of Chicago Trust's portfolio in Q3 2026, its #146 holding.
  • Chicago Trust first reported a position in Salesforce in Q4 2020 and has held it in 23 quarters since.
  • Chicago Trust's Salesforce position peaked at $2.28M in Q4 2024.
  • 1,462 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Chicago Trust's 13F filing for Q3 2026, filed 28 Oct 2026.