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City State Bank’s Salesforce CRM Stock Holding History

City State Bank’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 		$459K Buy
2,930
+9
+0.3% +$1.58K 0.11% 140
2026
Q1 		$545K Buy
2,921
+946
+48% +$196K 0.14% 122
2025
Q4 		$523K Sell
1,975
-590
-23% -$147K 0.14% 121
2025
Q3 		$608K Buy
2,565
+2
+0.1% +$504 0.18% 114
2025
Q2 		$699K Buy
2,563
+50
+2% +$13.4K 0.22% 91
2025
Q1 		$674K Buy
2,513
+80
+3% +$24.9K 0.22% 95
2024
Q4 		$813K Hold
2,433
– – 0.29% 74
2024
Q3 		$666K Hold
2,433
– – 0.24% 91
2024
Q2 		$626K Buy
2,433
+1,354
+125% +$362K 0.26% 88
2024
Q1 		$325K Sell
1,079
-103
-9% -$29.7K 0.14% 131
2023
Q4 		$311K Hold
1,182
– – 0.16% 128
2023
Q3 		$240K Hold
1,182
– – 0.13% 150
2023
Q2 		$250K Hold
1,182
– – 0.13% 147
2023
Q1 		$236K Sell
1,182
-250
-17% -$42.2K 0.14% 152
2022
Q4 		$190K Hold
1,432
– – 0.12% 161
2022
Q3 		$206K Buy
1,432
+345
+32% +$58.5K 0.14% 142
2022
Q2 		$179K Sell
1,087
-30
-3% -$5.3K 0.12% 151
2022
Q1 		$237K Buy
1,117
+450
+67% +$96.8K 0.14% 141
2021
Q4 		$170K Buy
+667
New +$187K 0.1% 175

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

City State Bank's CRM Position: Q2 2026 in Review

City State Bank increased its Salesforce (CRM) stake by 0.31% in Q2 2026, buying an estimated $1.58K and bringing the position to 2,930 shares worth $459K. The position accounts for 0.11% of the portfolio, ranked #140.

City State Bank first reported a position in CRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $813K in Q4 2024. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • City State Bank held 2,930 shares of Salesforce worth $459K as of Q2 2026.
  • City State Bank bought 9 Salesforce shares in Q2 2026, an estimated $1.58K.
  • Salesforce made up 0.11% of City State Bank's portfolio in Q2 2026, its #140 holding.
  • City State Bank first reported a position in Salesforce in Q4 2021 and has held it in 19 quarters since.
  • City State Bank's Salesforce position peaked at $813K in Q4 2024.
  • 1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on City State Bank's 13F filing for Q2 2026, filed 14 Jul 2026.