Emprise Bank’s Salesforce CRM Stock Holding History

Emprise Bank’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	$620K	Sell	3,958 -112	-3%	-$19.7K	0.23%	60
2026 Q1	$760K	Sell	4,070 -560	-12%	-$116K	0.31%	54
2025 Q4	$1.23M	Hold	4,630	–	–	0.51%	37
2025 Q3	$1.1M	Sell	4,630 -106	-2%	-$26.7K	0.47%	38
2025 Q2	$1.29M	Buy	4,736 +132	+3%	+$35.3K	0.62%	29
2025 Q1	$1.24M	Sell	4,604 -24	-0.5%	-$7.46K	0.66%	28
2024 Q4	$1.55M	Sell	4,628 -187	-4%	-$59.7K	0.87%	27
2024 Q3	$1.32M	Sell	4,815 -245	-5%	-$62.8K	0.76%	30
2024 Q2	$1.3M	Sell	5,060 -28	-0.6%	-$7.49K	0.8%	28
2024 Q1	$1.53M	Buy	+5,088	New	+$1.47M	1.03%	27

Other funds holding CRM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Emprise Bank's CRM Position: Q2 2026 in Review

Emprise Bank reduced its Salesforce (CRM) stake by 2.8% in Q2 2026, selling an estimated $19.7K and leaving 3,958 shares worth $620K. The position accounts for 0.23% of the portfolio, ranked #60.

Emprise Bank first reported a position in CRM in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.55M in Q4 2024. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Emprise Bank held 3,958 shares of Salesforce worth $620K as of Q2 2026.
Emprise Bank sold 112 Salesforce shares in Q2 2026, an estimated $19.7K.
Salesforce made up 0.23% of Emprise Bank's portfolio in Q2 2026, its #60 holding.
Emprise Bank first reported a position in Salesforce in Q1 2024 and has held it in 10 quarters since.
Emprise Bank's Salesforce position peaked at $1.55M in Q4 2024.
1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Emprise Bank's 13F filing for Q2 2026, filed 7 Jul 2026.