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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
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% +$9.07K 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% +$99.8K 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% -$4.21K 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

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

Chicago Trust's CRM Position: Q2 2026 in Review

Chicago Trust reduced its Salesforce (CRM) stake by 35% in Q2 2026, selling an estimated $196K and leaving 2,056 shares worth $322K. The position accounts for 0.05% of the portfolio, ranked #313.

Chicago Trust first reported a position in CRM in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.28M in Q4 2024. 528 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Chicago Trust held 2,056 shares of Salesforce worth $322K as of Q2 2026.
  • Chicago Trust sold 1,117 Salesforce shares in Q2 2026, an estimated $196K.
  • Salesforce made up 0.05% of Chicago Trust's portfolio in Q2 2026, its #313 holding.
  • Chicago Trust first reported a position in Salesforce in Q4 2020 and has held it in 22 quarters since.
  • Chicago Trust's Salesforce position peaked at $2.28M in Q4 2024.
  • 528 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Chicago Trust's 13F filing for Q2 2026, filed 16 Jul 2026.