CBT
CRM icon

Crews Bank & Trust’s Salesforce CRM Stock Holding History

Crews 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 		$42.5K Hold
271
– – 0.01% 396
2026
Q1 		$50.6K Hold
271
– – 0.01% 366
2025
Q4 		$71.8K Hold
271
– – 0.01% 318
2025
Q3 		$64.2K Hold
271
– – 0.01% 333
2025
Q2 		$73.9K Hold
271
– – 0.01% 315
2025
Q1 		$72.7K Hold
271
– – 0.01% 309
2024
Q4 		$90.6K Buy
+271
New +$86.5K 0.02% 279

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

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

Crews Bank & Trust held its Salesforce (CRM) position steady in Q2 2026 at 271 shares worth $42.5K. The position accounts for 0.01% of the portfolio, ranked #396.

Crews Bank & Trust first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $90.6K in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Crews Bank & Trust held 271 shares of Salesforce worth $42.5K as of Q2 2026.
  • Crews Bank & Trust left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up 0.01% of Crews Bank & Trust's portfolio in Q2 2026, its #396 holding.
  • Crews Bank & Trust first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • Crews Bank & Trust's Salesforce position peaked at $90.6K in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.