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Colonial Trust’s Salesforce CRM Stock Holding History

Colonial 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 		$249K Sell
1,586
-13
-0.8% -$2.29K 0.03% 265
2026
Q1 		$298K Sell
1,599
-379
-19% -$78.5K 0.04% 230
2025
Q4 		$524K Sell
1,978
-160
-7% -$39.8K 0.07% 179
2025
Q3 		$507K Buy
2,138
+1,083
+103% +$273K 0.07% 186
2025
Q2 		$288K Buy
1,055
+61
+6% +$16.3K 0.04% 246
2025
Q1 		$267K Sell
994
-93
-9% -$28.9K 0.04% 242
2024
Q4 		$363K Buy
1,087
+21
+2% +$6.7K 0.05% 210
2024
Q3 		$292K Sell
1,066
-19
-2% -$4.87K 0.05% 239
2024
Q2 		$279K Buy
1,085
+273
+34% +$73K 0.05% 223
2024
Q1 		$245K Buy
812
+25
+3% +$7.21K 0.05% 245
2023
Q4 		$207K Sell
787
-35
-4% -$7.92K 0.04% 259
2023
Q3 		$167K Buy
822
+94
+13% +$20.3K 0.04% 249
2023
Q2 		$154K Buy
728
+198
+37% +$40.4K 0.04% 274
2023
Q1 		$106K Sell
530
-296
-36% -$50K 0.03% 328
2022
Q4 		$110K Buy
+826
New +$121K 0.03% 294

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's CRM Position: Q2 2026 in Review

Colonial Trust reduced its Salesforce (CRM) stake by 0.81% in Q2 2026, selling an estimated $2.29K and leaving 1,586 shares worth $249K. The position accounts for 0.03% of the portfolio, ranked #265.

Colonial Trust first reported a position in CRM in Q4 2022 and has held it in 15 quarters since. The position peaked at $524K in Q4 2025. 2,475 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Colonial Trust held 1,586 shares of Salesforce worth $249K as of Q2 2026.
  • Colonial Trust sold 13 Salesforce shares in Q2 2026, an estimated $2.29K.
  • Salesforce made up 0.03% of Colonial Trust's portfolio in Q2 2026, its #265 holding.
  • Colonial Trust first reported a position in Salesforce in Q4 2022 and has held it in 15 quarters since.
  • Colonial Trust's Salesforce position peaked at $524K in Q4 2025.
  • 2,475 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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