CNBT
CRM icon

Cornerstone National Bank & Trust’s Salesforce CRM Stock Holding History

Cornerstone National Bank & 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 		$531K Sell
3,255
-2,770
-46% -$487K 0.18% 64
2026
Q1 		$1.12M Sell
6,025
-287
-5% -$59.5K 0.41% 49
2025
Q4 		$1.67M Buy
6,312
+100
+2% +$24.9K 0.67% 31
2025
Q3 		$1.47M Buy
6,212
+39
+0.6% +$9.84K 0.6% 36
2025
Q2 		$1.68M Buy
6,173
+589
+11% +$157K 0.72% 31
2025
Q1 		$1.5M Sell
5,584
-351
-6% -$109K 0.67% 30
2024
Q4 		$1.98M Buy
5,935
+19
+0.3% +$6.06K 0.91% 22
2024
Q3 		$1.62M Buy
5,916
+576
+11% +$148K 0.73% 27
2024
Q2 		$1.37M Buy
5,340
+619
+13% +$166K 0.67% 28
2024
Q1 		$1.42M Sell
4,721
-580
-11% -$167K 0.72% 25
2023
Q4 		$1.39M Sell
5,301
-120
-2% -$27.2K 0.75% 17
2023
Q3 		$1.1M Sell
5,421
-76
-1% -$16.4K 0.68% 22
2023
Q2 		$1.16M Sell
5,497
-1,063
-16% -$217K 0.67% 23
2023
Q1 		$1.31M Sell
6,560
-2,573
-28% -$435K 0.71% 23
2022
Q4 		$1.21M Buy
9,133
+38
+0.4% +$5.54K 0.68% 26
2022
Q3 		$1.31M Buy
9,095
+6
+0.1% +$1.02K 0.72% 19
2022
Q2 		$1.5M Buy
9,089
+454
+5% +$80.2K 0.75% 16
2022
Q1 		$1.83M Buy
8,635
+1,201
+16% +$258K 0.81% 15
2021
Q4 		$1.89M Buy
7,434
+15
+0.2% +$4.21K 0.83% 16
2021
Q3 		$2.01M Buy
7,419
+120
+2% +$30.5K 0.89% 14
2021
Q2 		$1.78M Buy
7,299
+345
+5% +$79.5K 0.78% 14
2021
Q1 		$1.47M Buy
6,954
+601
+9% +$134K 0.69% 15
2020
Q4 		$1.41M Buy
6,353
+1,274
+25% +$310K 0.76% 16
2020
Q3 		$1.28M Sell
5,079
-129
-2% -$28.2K 0.82% 14
2020
Q2 		$976K Sell
5,208
-154
-3% -$25.9K 0.71% 17
2020
Q1 		$772K Buy
5,362
+328
+7% +$56.2K 0.7% 26
2019
Q4 		$819K Buy
+5,034
New +$789K 0.73% 32

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Cornerstone National Bank & Trust's CRM Position: Q2 2026 in Review

Cornerstone National Bank & Trust reduced its Salesforce (CRM) stake by 46% in Q2 2026, selling an estimated $487K and leaving 3,255 shares worth $531K. The position accounts for 0.18% of the portfolio, ranked #64.

Cornerstone National Bank & Trust first reported a position in CRM in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.01M in Q3 2021. 1,114 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Cornerstone National Bank & Trust held 3,255 shares of Salesforce worth $531K as of Q2 2026.
  • Cornerstone National Bank & Trust sold 2,770 Salesforce shares in Q2 2026, an estimated $487K.
  • Salesforce made up 0.18% of Cornerstone National Bank & Trust's portfolio in Q2 2026, its #64 holding.
  • Cornerstone National Bank & Trust first reported a position in Salesforce in Q4 2019 and has held it in 27 quarters since.
  • Cornerstone National Bank & Trust's Salesforce position peaked at $2.01M in Q3 2021.
  • 1,114 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Cornerstone National Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.