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Community Trust & Investment’s Salesforce CRM Stock Holding History

Community Trust & Investment’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 		$20.2M Buy
129,253
+12,985
+11% +$2.28M 1.05% 29
2026
Q1 		$21.7M Buy
116,268
+3,638
+3% +$754K 1.18% 25
2025
Q4 		$29.8M Sell
112,630
-1,689
-1% -$420K 1.58% 14
2025
Q3 		$27.1M Buy
114,319
+16,809
+17% +$4.24M 1.46% 16
2025
Q2 		$26.6M Buy
97,510
+9,210
+10% +$2.46M 1.54% 13
2025
Q1 		$23.7M Buy
88,300
+964
+1% +$300K 1.52% 17
2024
Q4 		$29.2M Buy
87,336
+65
+0.1% +$20.7K 1.81% 14
2024
Q3 		$23.9M Buy
87,271
+1,107
+1% +$284K 1.52% 16
2024
Q2 		$22.2M Buy
86,164
+6,131
+8% +$1.64M 1.51% 17
2024
Q1 		$24.1M Sell
80,033
-1,856
-2% -$536K 1.7% 14
2023
Q4 		$21.5M Sell
81,889
-1,181
-1% -$267K 1.65% 14
2023
Q3 		$16.8M Buy
83,070
+9,149
+12% +$1.98M 1.41% 26
2023
Q2 		$15.6M Sell
73,921
-563
-0.8% -$115K 1.25% 31
2023
Q1 		$14.9M Buy
74,484
+14,084
+23% +$2.38M 1.28% 29
2022
Q4 		$8.01M Buy
60,400
+54
+0.1% +$7.88K 0.73% 52
2022
Q3 		$8.68M Sell
60,346
-434
-0.7% -$73.6K 0.83% 49
2022
Q2 		$10M Sell
60,780
-259
-0.4% -$45.8K 0.93% 40
2022
Q1 		$13M Buy
61,039
+31,967
+110% +$6.88M 1.14% 32
2021
Q4 		$7.39M Buy
+29,072
New +$8.17M 0.57% 52

Other funds holding CRM

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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Community Trust & Investment's CRM Position: Q2 2026 in Review

Community Trust & Investment increased its Salesforce (CRM) stake by 11% in Q2 2026, buying an estimated $2.28M and bringing the position to 129,253 shares worth $20.2M. The position accounts for 1.05% of the portfolio, ranked #29.

Community Trust & Investment first reported a position in CRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $29.8M in Q4 2025. 438 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Community Trust & Investment held 129,253 shares of Salesforce worth $20.2M as of Q2 2026.
  • Community Trust & Investment bought 12,985 Salesforce shares in Q2 2026, an estimated $2.28M.
  • Salesforce made up 1.05% of Community Trust & Investment's portfolio in Q2 2026, its #29 holding.
  • Community Trust & Investment first reported a position in Salesforce in Q4 2021 and has held it in 19 quarters since.
  • Community Trust & Investment's Salesforce position peaked at $29.8M in Q4 2025.
  • 438 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Community Trust & Investment's 13F filing for Q2 2026, filed 8 Jul 2026.