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Colonial Trust Advisors’s Salesforce CRM Stock Holding History

Colonial Trust Advisors’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 		$7.05K Hold
45
– – ﹤0.01% 623
2026
Q1 		$8.4K Hold
45
– – ﹤0.01% 555
2025
Q4 		$11.9K Sell
45
-186
-81% -$46.2K ﹤0.01% 494
2025
Q3 		$54.8K Sell
231
-51
-18% -$12.9K ﹤0.01% 332
2025
Q2 		$76.9K Sell
282
-54
-16% -$14.4K 0.01% 290
2025
Q1 		$90.2K Buy
336
+209
+165% +$65K 0.01% 272
2024
Q4 		$42.5K Sell
127
-11
-8% -$3.51K ﹤0.01% 334
2024
Q3 		$37.8K Buy
138
+4
+3% +$1.02K ﹤0.01% 367
2024
Q2 		$34.5K Buy
134
+13
+11% +$3.48K ﹤0.01% 363
2024
Q1 		$36.4K Buy
121
+8
+7% +$2.31K ﹤0.01% 370
2023
Q4 		$29.7K Buy
113
+5
+5% +$1.13K ﹤0.01% 373
2023
Q3 		$21.9K Hold
108
– – ﹤0.01% 417
2023
Q2 		$22.8K Buy
108
+4
+4% +$817 ﹤0.01% 418
2023
Q1 		$20.8K Buy
104
+12
+13% +$2.03K ﹤0.01% 422
2022
Q4 		$12.2K Buy
+92
New +$13.4K ﹤0.01% 480

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

Colonial Trust Advisors's CRM Position: Q2 2026 in Review

Colonial Trust Advisors held its Salesforce (CRM) position steady in Q2 2026 at 45 shares worth $7.05K. The position accounts for ﹤0.01% of the portfolio, ranked #623.

Colonial Trust Advisors first reported a position in CRM in Q4 2022 and has held it in 15 quarters since. The position peaked at $90.2K in Q1 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Colonial Trust Advisors held 45 shares of Salesforce worth $7.05K as of Q2 2026.
  • Colonial Trust Advisors left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #623 holding.
  • Colonial Trust Advisors first reported a position in Salesforce in Q4 2022 and has held it in 15 quarters since.
  • Colonial Trust Advisors's Salesforce position peaked at $90.2K in Q1 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.