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Citizens National Bank Trust Department’s Salesforce CRM Stock Holding History

Citizens National Bank Trust Department’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 		$942K Buy
6,012
+917
+18% +$161K 0.14% 121
2026
Q1 		$951K Buy
5,095
+2,250
+79% +$466K 0.16% 117
2025
Q4 		$754K Buy
2,845
+109
+4% +$27.1K 0.13% 122
2025
Q3 		$648K Buy
2,736
+161
+6% +$40.6K 0.12% 126
2025
Q2 		$702K Buy
2,575
+633
+33% +$169K 0.14% 118
2025
Q1 		$521K Buy
1,942
+18
+0.9% +$5.6K 0.11% 125
2024
Q4 		$643K Buy
1,924
+35
+2% +$11.2K 0.14% 113
2024
Q3 		$517K Buy
1,889
+137
+8% +$35.1K 0.11% 123
2024
Q2 		$450K Sell
1,752
-250
-12% -$66.9K 0.1% 127
2024
Q1 		$603K Buy
2,002
+45
+2% +$13K 0.14% 112
2023
Q4 		$515K Buy
1,957
+790
+68% +$179K 0.13% 115
2023
Q3 		$237K Buy
1,167
+17
+1% +$3.67K 0.07% 150
2023
Q2 		$243K Buy
1,150
+615
+115% +$126K 0.06% 148
2023
Q1 		$107K Sell
535
-455
-46% -$76.9K 0.03% 166
2022
Q4 		$131K Sell
990
-80
-7% -$11.7K 0.04% 161
2022
Q3 		$154K Sell
1,070
-1,520
-59% -$258K 0.05% 152
2022
Q2 		$427K Buy
2,590
+310
+14% +$54.8K 0.12% 119
2022
Q1 		$401K Buy
+2,280
New +$491K 0.16% 106

Other funds holding CRM

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citizens National Bank Trust Department's CRM Position: Q2 2026 in Review

Citizens National Bank Trust Department increased its Salesforce (CRM) stake by 18% in Q2 2026, buying an estimated $161K and bringing the position to 6,012 shares worth $942K. The position accounts for 0.14% of the portfolio, ranked #121.

Citizens National Bank Trust Department first reported a position in CRM in Q1 2022 and has held it in 18 quarters since. The position peaked at $951K in Q1 2026. 1,335 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Citizens National Bank Trust Department held 6,012 shares of Salesforce worth $942K as of Q2 2026.
  • Citizens National Bank Trust Department bought 917 Salesforce shares in Q2 2026, an estimated $161K.
  • Salesforce made up 0.14% of Citizens National Bank Trust Department's portfolio in Q2 2026, its #121 holding.
  • Citizens National Bank Trust Department first reported a position in Salesforce in Q1 2022 and has held it in 18 quarters since.
  • Citizens National Bank Trust Department's Salesforce position peaked at $951K in Q1 2026.
  • 1,335 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Citizens National Bank Trust Department's 13F filing for Q2 2026, filed 22 Jul 2026.