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Enterprise Bank & Trust’s Salesforce CRM Stock Holding History

Enterprise 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
2025
Q2 		$2.98M Buy
10,910
+9
+0.1% +$2.41K 1.11% 23
2025
Q1 		$2.93M Buy
10,901
+23
+0.2% +$7.15K 1.13% 25
2024
Q4 		$3.64M Sell
10,878
-454
-4% -$145K 1.2% 20
2024
Q3 		$3.1M Buy
11,332
+44
+0.4% +$11.3K 1% 25
2024
Q2 		$2.9M Sell
11,288
-7
-0.1% -$1.87K 0.99% 27
2024
Q1 		$3.4M Sell
11,295
-838
-7% -$242K 1.17% 19
2023
Q4 		$3.19M Buy
12,133
+44
+0.4% +$9.96K 1.14% 23
2023
Q3 		$2.45M Sell
12,089
-251
-2% -$54.2K 1.01% 29
2023
Q2 		$2.61M Buy
12,340
+42
+0.3% +$8.57K 1% 30
2023
Q1 		$2.46M Buy
12,298
+221
+2% +$37.3K 1.06% 28
2022
Q4 		$1.6M Sell
12,077
-170
-1% -$24.8K 0.76% 39
2022
Q3 		$1.76M Sell
12,247
-32
-0.3% -$5.43K 0.92% 37
2022
Q2 		$2.03M Sell
12,279
-1,080
-8% -$191K 0.92% 39
2022
Q1 		$2.84M Sell
13,359
-841
-6% -$181K 1.11% 30
2021
Q4 		$3.61M Buy
14,200
+59
+0.4% +$16.6K 1.26% 28
2021
Q3 		$3.83M Buy
14,141
+6
+0% +$1.52K 1.51% 20
2021
Q2 		$3.45M Buy
14,135
+122
+0.9% +$28.1K 1.36% 21
2021
Q1 		$2.97M Buy
14,013
+409
+3% +$91.1K 1.25% 29
2020
Q4 		$3.03M Sell
13,604
-594
-4% -$144K 1.3% 25
2020
Q3 		$3.57M Sell
14,198
-697
-5% -$153K 1.68% 16
2020
Q2 		$2.79M Buy
14,895
+552
+4% +$93K 1.4% 21
2020
Q1 		$2.06M Sell
14,343
-749
-5% -$128K 1.22% 24
2019
Q4 		$2.45M Buy
15,092
+366
+2% +$57.4K 1.1% 29
2019
Q3 		$2.19M Buy
14,726
+2,234
+18% +$340K 1.06% 31
2019
Q2 		$1.9M Sell
12,492
-613
-5% -$96.1K 0.98% 35
2019
Q1 		$2.08M Buy
+13,105
New +$2.03M 0.85% 32

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Enterprise Bank & Trust's CRM Position: Q2 2025 in Review

Enterprise Bank & Trust increased its Salesforce (CRM) stake by 0.08% in Q2 2025, buying an estimated $2.41K and bringing the position to 10,910 shares worth $2.98M. The position accounts for 1.11% of the portfolio, ranked #23.

Enterprise Bank & Trust first reported a position in CRM in Q1 2019 and has held it in 26 quarters since. The position peaked at $3.83M in Q3 2021. 2,954 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • Enterprise Bank & Trust held 10,910 shares of Salesforce worth $2.98M as of Q2 2025.
  • Enterprise Bank & Trust bought 9 Salesforce shares in Q2 2025, an estimated $2.41K.
  • Salesforce made up 1.11% of Enterprise Bank & Trust's portfolio in Q2 2025, its #23 holding.
  • Enterprise Bank & Trust first reported a position in Salesforce in Q1 2019 and has held it in 26 quarters since.
  • Enterprise Bank & Trust's Salesforce position peaked at $3.83M in Q3 2021.
  • 2,954 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Enterprise Bank & Trust's 13F filing for Q2 2025, filed 7 Jul 2025.