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Community Bank & Trust (Waco, Texas)’s Salesforce CRM Stock Holding History

Community Bank & Trust (Waco, Texas)’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
Q1 		$682K Sell
3,648
-100
-3% -$20.7K 0.14% 92
2025
Q4 		$993K Sell
3,748
-39
-1% -$9.69K 0.2% 83
2025
Q3 		$898K Sell
3,787
-186
-5% -$46.9K 0.19% 83
2025
Q2 		$1.08M Hold
3,973
– – 0.25% 75
2025
Q1 		$1.07M Sell
3,973
-8
-0.2% -$2.49K 0.25% 75
2024
Q4 		$1.33M Buy
3,981
+1
+0% +$319 0.3% 68
2024
Q3 		$1.09M Sell
3,980
-3
-0.1% -$768 0.25% 74
2024
Q2 		$1.02M Buy
3,983
+30
+0.8% +$8.03K 0.26% 70
2024
Q1 		$1.19M Buy
3,953
+41
+1% +$11.8K 0.29% 69
2023
Q4 		$1.03M Sell
3,912
-747
-16% -$169K 0.28% 69
2023
Q3 		$670K Buy
4,659
+815
+21% +$176K 0.24% 72
2023
Q2 		$812K Buy
3,844
+31
+0.8% +$6.33K 0.24% 70
2023
Q1 		$762K Sell
3,813
-53
-1% -$8.95K 0.24% 74
2022
Q4 		$513K Sell
3,866
-793
-17% -$116K 0.17% 86
2022
Q3 		$670K Sell
4,659
-360
-7% -$61K 0.24% 72
2022
Q2 		$828K Sell
5,019
-482
-9% -$85.2K 0.27% 70
2022
Q1 		$1.17M Buy
5,501
+79
+1% +$17K 0.33% 65
2021
Q4 		$1.38M Sell
5,422
-20
-0.4% -$5.62K 0.41% 61
2021
Q3 		$1.48M Buy
5,442
+452
+9% +$115K 0.48% 57
2021
Q2 		$1.22M Buy
4,990
+548
+12% +$126K 0.4% 65
2021
Q1 		$941K Buy
4,442
+149
+3% +$33.2K 0.32% 69
2020
Q4 		$955 Buy
4,293
+211
+5% +$51.3K 0.34% 68
2020
Q3 		$1.03M Buy
4,082
+159
+4% +$34.8K 0.41% 61
2020
Q2 		$735K Buy
3,923
+1,514
+63% +$255K 0.31% 70
2020
Q1 		$347K Buy
2,409
+4
+0.2% +$686 0.17% 90
2019
Q4 		$391K Buy
2,405
+872
+57% +$137K 0.16% 94
2019
Q3 		$228K Sell
1,533
-30
-2% -$4.56K 0.1% 123
2019
Q2 		$237K Buy
1,563
+117
+8% +$18.3K 0.1% 123
2019
Q1 		$229K Buy
+1,446
New +$224K 0.1% 126

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Community Bank & Trust (Waco, Texas)'s CRM Position: Q1 2026 in Review

Community Bank & Trust (Waco, Texas) reduced its Salesforce (CRM) stake by 2.7% in Q1 2026, selling an estimated $20.7K and leaving 3,648 shares worth $682K. The position accounts for 0.14% of the portfolio, ranked #92.

Community Bank & Trust (Waco, Texas) first reported a position in CRM in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.48M in Q3 2021. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Community Bank & Trust (Waco, Texas) held 3,648 shares of Salesforce worth $682K as of Q1 2026.
  • Community Bank & Trust (Waco, Texas) sold 100 Salesforce shares in Q1 2026, an estimated $20.7K.
  • Salesforce made up 0.14% of Community Bank & Trust (Waco, Texas)'s portfolio in Q1 2026, its #92 holding.
  • Community Bank & Trust (Waco, Texas) first reported a position in Salesforce in Q1 2019 and has held it in 29 quarters since.
  • Community Bank & Trust (Waco, Texas)'s Salesforce position peaked at $1.48M in Q3 2021.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Community Bank & Trust (Waco, Texas)'s 13F filing for Q1 2026, filed 17 Apr 2026.